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First Financial Security
FIRST FINANCIAL SECURITY, LLC is an SEC-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1...
First Financial Security
FIRST FINANCIAL SECURITY, LLC is an SEC-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Norcross
Corporate office
Norcross, GA, United States
Principals
Phil Gerlicher
CEO
Meg North
President
Sector focus
Frequently asked questions
Is First Financial Security an investment advisor or an insurance distributor?
FFS is strictly an insurance field marketing organization, not a registered investment advisor or broker-dealer. It distributes life insurance and annuity products through independent agents and does not manage discretionary investment accounts.
What types of products does First Financial Security distribute?
The firm primarily distributes fixed indexed annuities and life insurance products. Some agents also offer Medicare supplements and related health products, though retirement accumulation remains the core focus.
How does First Financial Security make money?
Revenue comes from override commissions paid by insurance carriers based on the total production of the agents affiliated with the platform. Agents earn their own commissions directly; FFS earns a percentage on top of that volume.
Does First Financial Security manage any assets for clients?
No. FFS does not manage a portfolio or hold client assets. The annuity and insurance products they distribute are held on the balance sheets of the issuing carriers, not by FFS.
How many agents work with First Financial Security?
The firm claims a network of thousands of licensed agents, but exact active-producer counts are not publicly disclosed. Industry rankings have placed it among the largest independent marketing organizations by agent headcount.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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