Paul Whitcomb, financial advisor Portsmouth NH
73 score

Paul Whitcomb

CRD Number: 1058387
Current Firm: Secure Planning, Inc.

Paul Whitcomb (CRD# 1058387) is an Investment Advisor Representative working at Secure Planning, Inc. in Portsmouth, NH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Planning, Inc. Portsmouth, NH Mar 1998 - Current 18
Self Employed/insurnace No Hampton, NH Jul 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Paul K. Whitcomb
Phone Number: 603-433-5515
Registered State(s):
  • FL
  • 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
73

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