Secure Investment Management, LLC

Secure Investment Management, LLC (CRD# 141195) is a financial advisory firm headquartered in Tucson, AZ. They manage $110,878,873 in 1,805 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    1,805
    ACCOUNTS
  • Average Account Value
    $61,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Secure Investment Management, LLC
Showing 1 - 10 of 69 top financial advisors.
1
Angelo V. Berretta
CRD#: 1307267
21 Washington Avenue, Titusville, NJ 08560
96
Wealthminder
score

Angelo Berretta (CRD# 1307267) is an Investment Advisor Representative working at Secure Investment Management, LLC in Titusville, NJ and has over 33 years of experience in the finance industry.

2
Stanley P. Carra
CRD#: 1007357
3067 W. Ina Rd., Suite 105, Tucson, AZ 85741
96
Wealthminder
score

Stanley Carra (CRD# 1007357) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 11 years of experience in the finance industry.

3
Lonnie E. Gieber
CRD#: 1779400
Wilsonville, OR
96
Wealthminder
score

Lonnie Gieber (CRD# 1779400) is an Investment Advisor Representative working at Secure Investment Management, LLC in Wilsonville, OR and has over 30 years of experience in the finance industry. Lonnie Gieber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Peter N. Rodis
CRD#: 702155
3067 W. Ina Rd., Suite 105, Tucson, AZ 85741
96
Wealthminder
score

Peter Rodis (CRD# 702155) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 38 years of experience in the finance industry.

5
James E. Williams
CRD#: 1233674
Wilmington, NC
96
Wealthminder
score

James Williams (CRD# 1233674) is an Investment Advisor Representative working at Secure Investment Management, LLC in Wilmington, NC and has over 34 years of experience in the finance industry.

6
Julie R. Abrams
CRD#: 1473328
3067 W. Ina Rd., Suite 105, Tucson, AZ 85741
93
Wealthminder
score

Julie Abrams (CRD# 1473328) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 16 years of experience in the finance industry.

7
Ray A. Ball
CRD#: 5922344
Sylva, NC
93
Wealthminder
score

Ray Ball (CRD# 5922344) is an Investment Advisor Representative working at Secure Investment Management, LLC in Sylva, NC and has over 6 years of experience in the finance industry.

8
Dow S. Barton
CRD#: 1211944
Greenville, SC
93
Wealthminder
score

Dow Barton (CRD# 1211944) is an Investment Advisor Representative working at Secure Investment Management, LLC in Greenville, SC and has over 27 years of experience in the finance industry.

9
William A. Christo
CRD#: 5922405
3067 W. Ina Rd., Suite 105, Tucson, AZ 85741
93
Wealthminder
score

William Christo (CRD# 5922405) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 6 years of experience in the finance industry.

10
Karen S. Corcoran
CRD#: 5759515
42072 Fifth Street, Suite 206, Temecula, CA 92590
93
Wealthminder
score

Karen Corcoran (CRD# 5759515) is an Investment Advisor Representative working at Secure Investment Management, LLC in Temecula, CA and has over 8 years of experience in the finance industry.

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