Security First Financial
Security First Financial (CRD# 122408) is a financial advisory firm headquartered in Swartz Creek, MI. They manage $238,441,339 in 1,394 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management238MILLION
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Total Number of Accounts1,394ACCOUNTS
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Average Account Value$171,048
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, MI, OH, TN, TX
Financial Advisors at Security First Financial
1
Mark Herhold (CRD# 4577415) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 13 years of experience in the finance industry.
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