Secure Investment Management, LLC

Secure Investment Management, LLC (CRD# 141195) is a financial advisory firm headquartered in Tucson, AZ. They manage $71,359,568 in 1,764 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $40,453
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 51 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 32 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

3
Julie R. Abrams
CRD#: 1473328
2150 South 1300 East, Suite 500, Salt Lake City, UT 84106
93
Wealthminder
score

Julie Abrams (CRD# 1473328) is an Investment Advisor Representative working at Secure Investment Management, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

4
Leslie L. Davis
CRD#: 5542514
7450 W. 130th. Street, Suite 215, Overland Park, KS 66213
93
Wealthminder
score

Leslie Davis (CRD# 5542514) is an Investment Advisor Representative working at Secure Investment Management, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

5
Mario P. Dela Cerna
CRD#: 5355198
3067 W. Ina Rd., Suite 125, Tucson, AZ 85741
93
Wealthminder
score

Mario Dela Cerna (CRD# 5355198) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 7 years of experience in the finance industry.

6
Pelayo N. Garcia
CRD#: 2084937
2645 Executive Park Drive, Weston, FL 33331
93
Wealthminder
score

Pelayo Garcia (CRD# 2084937) is an Investment Advisor Representative working at Secure Investment Management, LLC in Weston, FL and has over 19 years of experience in the finance industry.

7
Norbert P. Gilbert
CRD#: 2142632
1942 W. C.r. 419, Suite 1070, Oviedo, FL 32766
93
Wealthminder
score

Norbert Gilbert (CRD# 2142632) is an Investment Advisor Representative working at Secure Investment Management, LLC in Oviedo, FL and has over 23 years of experience in the finance industry.

8
Scott R. Lanterman
CRD#: 4115211
777 E. Tahquitz Canyon Way, Suite 200, Palm Springs, CA 92262
93
Wealthminder
score

Scott Lanterman (CRD# 4115211) is an Investment Advisor Representative working at Secure Investment Management, LLC in Palm Springs, CA and has over 16 years of experience in the finance industry.

9
James S. Leggott
CRD#: 2201650
13911 Ridgedale Drive Suite 406c, Minnetonka, MN 55305
93
Wealthminder
score

James Leggott (CRD# 2201650) is an Investment Advisor Representative working at Secure Investment Management, LLC in Minnetonka, MN and has over 13 years of experience in the finance industry.

10
Steven M. Martinez
CRD#: 5687442
3067 W. Ina Rd., Suite 125, Tucson, AZ 85741
93
Wealthminder
score

Steven Martinez (CRD# 5687442) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 5 years of experience in the finance industry.

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