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This profile was last updated on 9/6/2016 and contains contributions from the  Zoominfo Community.

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Barry M. Smith

President and Chief Compliance Officer

Maitland Securities , Inc.

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

President and Chief Compliance Officer

Certified Benefits Corp


President

TransAm Securities , Inc.


Affiliations

Securities and Exchange Commission

Registered Investment Advisor


Financial Planning Association

Active Member of the Financial Planning Association and the Central Florida Chapter


FINRA/SIPC

Member


Education

Bachelor's Degree

Agricultural Economics

The University of Florida


MBA

University of Central Florida


Web References(19 Total References)


financialgroup.com

About Us - Barry M. Smith
Barry Smith Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of Maitland Securities, Inc. and TransAm Securities, Inc., registered Broker Dealers, members of FINRA/SIPC. Mr. Smith is an active member of the Financial Planning Association (FPA) and the Central Florida Chapter of the FPA. He has also been recognized in Who's Who Registry of Business Leaders. He has been a frequent past participant on FM 96.5 WDBO radio's On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper's annual Financial Planning Hotline. Mr. Smith has a Bachelor's Degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward the MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren. Mr. Smith's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with FINRA (Financial Industry Regulatory Authority). Follow Barry on: Barry M. Smith Barry Smith | Certified Financial Planner Barry M. Smith Barry M. Smith


financialgroup.com [cached]

Barry M. Smith
Barry Smith Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of Maitland Securities, Inc. and TransAm Securities, Inc., registered Broker Dealers, members of FINRA/SIPC. Mr. Smith is an active member of the Financial Planning Association (FPA) and the Central Florida Chapter of the FPA. He has also been recognized in Who's Who Registry of Business Leaders. He has been a frequent past participant on FM 96.5 WDBO radio's On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper's annual Financial Planning Hotline. Mr. Smith has a Bachelor's Degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward the MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren. Mr. Smith's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with FINRA (Financial Industry Regulatory Authority). Follow Barry on: Barry M. Smith Barry Smith | Certified Financial Planner Barry M. Smith


financialgroup.com [cached]

Barry M. Smith, CFP®, AIF®
Barry M. Smith, CFP®, AIF® Barry Smith | Financial Planner Orlando Email Barry LinkedIn Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a Registered Representative of Maitland Securities, Inc. and TransAm Securities, Inc., Registered Broker Dealers, members of FINRA/SIPC. Mr. Smith is a former member of the Financial Planning Association (FPA). He has been recognized in Who's Who Registry of Business Leaders. He has been a frequent past participant on News 96.5 FM radio's On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper's annual Financial Planning Hotline. Mr. Smith has a Bachelor's degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward the MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren. Mr. Smith's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with the Financial Industry Regulatory Authority (FINRA). Barry M. Smith CFP®, AIF®


www.globalfinancead.com

Barry M. Smith CFP®, AIF®
Barry M. Smith CFP®, AIF® Barry Smith | Financial Planner Orlando Email Barry Linkedin Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an investment advisory representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of Maitland Securities, Inc. and TransAm Securities, Inc., registered Broker Dealers, members of FINRA/SIPC. Mr. Smith is a former member of the Financial Planning Association (FPA). He has been recognized in Who's Who Registry of Business Leaders. He has been a frequent past participant on News 96.5 FM radio's On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper's annual Financial Planning Hotline. Mr. Smith has a Bachelor's Degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward the MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren. Mr. Smith's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with FINRA (Financial Industry Regulatory Authority). Barry M. Smith CFP®, AIF®


www.financialgroup.com [cached]

Home > Barry M. Smith
Barry M. Smith Barry M. Smith Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of Maitland Securities, Inc. and TransAm Securities, Inc., registered Broker Dealers, members of FINRA/SIPC. Mr. Smith is an active member of the Financial Planning Association (FPA) and the Central Florida Chapter of the FPA. He has also been recognized in Who's Who Registry of Business Leaders. He has been a frequent past participant on News 96.5 radio's On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper's annual Financial Planning Hotline. Mr. Smith has a Bachelor's Degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward the MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren. Mr. Smith's professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with FINRA (Financial Industry Regulatory Authority). Follow Barry on: Barry M. Smith


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