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Security Financial Advisors
SECURITY FINANCIAL ADVISORS,LLC is an SEC-registered investment adviser in ANN ARBOR, MI. The firm manages approximately $19 million in regulatory assets.
Overview
SECURITY FINANCIAL ADVISORS,LLC is an SEC-registered investment adviser in ANN ARBOR, MI. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Is Security Financial Advisors a fiduciary?
As a registered investment adviser in the United States, Security Financial Advisors is legally bound by a fiduciary duty to its clients. This means the firm must act in clients' best interests, disclose conflicts of interest, and seek best execution on investment transactions. This fiduciary standard is enforced by the SEC or state securities regulators depending on the firm's regulatory assets under management.
How does an RIA differ from a broker-dealer?
A registered investment adviser is held to a fiduciary standard requiring it to place client interests first in all recommendations. Broker-dealers operate under Regulation Best Interest, which requires them to act in the client's best interest at the time of a recommendation but does not impose the ongoing duty of loyalty and care that applies to RIAs. This distinction is fundamental to understanding the client relationship at Security Financial Advisors.
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