Justin Finn, financial advisor Portsmouth NH
93 score

Justin Finn

CRD Number: 4602403
Current Firm: Secure Planning, Inc.

Justin Finn (CRD# 4602403) is an Investment Advisor Representative working at Secure Planning, Inc. in Portsmouth, NH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Planning, Inc. Portsmouth, NH Jun 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Justin D. Finn
Phone Number: 603-433-5515
Registered State(s):
  • CO
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $150,322
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, NH, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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