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Julianne Smith, financial advisor Portsmouth NH

Julianne Smith

CRD Number: 4751604
Current Firm: Secure Planning

Julianne Smith (CRD# 4751604) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 19 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Secure Planning, Inc. Portsmouth, NH Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Julianne M. Smith
42 Middle Street, Portsmouth, NH 03801
Phone Number: 603-433-5515
Firm Website: https://www.facebook.com/finnwealthadvisors/
Registered State(s):
  • NH
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Current Firm Details
Secure Planning
Firm's CRD Number: 42179
42 Middle St, Portsmouth, NH 03801
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $198,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, MA, ME, MS, NH, NY, TX

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