Paul WhitcombCRD Number: 1058387
Current Firm: Secure Planning
Paul Whitcomb (CRD# 1058387) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 34 years of experience in the finance industry.
Lpl Financial LLC
Silver Maple Financial, LLC
|Secure Planning, Inc.||Portsmouth, NH||Mar 1998 - Current||24|
|Self Employed/insurnace||No Hampton, NH||Jul 1986 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management177MILLIONS
Total Number of Accounts896ACCOUNTS
Average Account Value$197,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, MA, ME, MS, NH, NY, TX
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