First Security Capital Management, LLC

Description

With average retirements now lasting 20 to 25 years, our objective has been to develop a long-term relationship for the well-being of our clients. More than 50% of our clients have been with us for over 10 years.

Kristina Garbade, the smiling voice that you first hear when you call or see upon entering our organization, is FSCM's office manager. She supports our group by acting as a liaison between our clients, other professionals and broker dealer. With over 11 years of experience in the financial industry, Kristina excels in personalized client service. Her experience has provided her with extensive knowledge of several major institutions back office systems and procedures, giving her the ability to avoid bottlenecks while resolving service requests quickly.

First Security Capital Management, LLC is a FEE ONLY registered investment adviser whose principal has been serving investors in Venice and Sarasota, Florida for over 30 years with a combination of sound financial advice, individualized stock and bond portfolios, and investment management expertise. First Security Capital Management, LLC is registered as an Investment Advisor in the State of Florida and will extend registration to additional states as needed.

He enjoyed a rewarding career at American Express for 20 years where he worked with his high net worth clients. During that time, he received every award and honor possible and was one of the top 100 Financial Planners in America, culminating with his Hall of Fame Award. This prestigious honor has been awarded to less than one hundred advisors over the company’s one hundred year history. For over 37 years, Dennis has provided financial services ranging from real estate to portfolio management.

Experience - The founding principal of the firm has been managing assets from a financial planning perspective for over 35 years. In addition to practical experience, we, at First Security Capital Management, LLC, are committed to continuing education to improve upon our skills.

Fact sheet

Products & services

Similar companies nearby