Imagine Financial Security LLC

Imagine Financial Security LLC (CRD# 311694) is a financial advisory firm headquartered in Jacksonville, FL. They manage $29,409,693 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12574 Flagler Center Blvd, Suite 101, Jacksonville, FL 32258
https://www.imaginefinancialsecurity.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $303,193
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Imagine Financial Security LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Lao, financial advisor Saint Augustine FL
Kevin R. Lao
CRD#: 5569262
Saint Augustine, FL

Kevin Lao (CRD# 5569262) is an Investment Advisor Representative working at Imagine Financial Security LLC in Saint Augustine, FL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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