AdFi
JT

John Thomas Orlando

Investment Adviser Representative at FINANCIAL SECURITY ADVISORY INC

Virginia Beach, VACRD #2692207Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
22 states
Exams Passed
7

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 22 states
ArizonaCaliforniaDistrict of ColumbiaFloridaGeorgiaIllinoisLouisianaMarylandMassachusettsMichiganNew JerseyNorth CarolinaOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTennesseeTexasVermontVirginiaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/20/2002
Series 65
Uniform Investment Adviser Law Examination
Passed 4/2/1996
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 12/16/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/5/2001
Series 24
General Securities Principal Examination
Passed 2/2/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $249,9991.50%
$250,000 - $999,9991.00%
$1,000,000 - $9,999,9990.75%
$10,000,000 - $20,000,0000.65%
Above $20,000,0000.00%
Source

Financial Security Advisory Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINANCIAL SECURITY ADVISORY INCCurrent
7/3/1997Virginia Beach, VA
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
5/15/19978/28/1997Virginia Beach, VA
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
1/1/19965/15/1997

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Thomas Orlando has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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