Secure Investment Management, LLC

Secure Investment Management, LLC (CRD# 141195) is a financial advisory firm headquartered in Tucson, AZ. They manage $32,406,000 in 614 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $52,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, NC, NE, OK, PA, TX, VA, WA, WI

Financial Advisors at Secure Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Clark D. Dearmond
CRD#: 1883091
7400 N Oracle Rd, Suite 150-418, Tucson, AZ 85704

Clark Dearmond (CRD# 1883091) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 24 years of experience in the finance industry.

2
Joshua D. Mellberg
CRD#: 5174289
7400 N Oracle Rd, Suite 150-418, Tucson, AZ 85704

Joshua Mellberg (CRD# 5174289) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 17 years of experience in the finance industry.

3
Angelica Roxas
CRD#: 3269295
7400 N Oracle Rd, Suite 150-418, Tucson, AZ 85704

Angelica Roxas (CRD# 3269295) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.

4
Rebecca Cross
CRD#: 7821083
Santa Barbara, CA

Rebecca Cross (CRD# 7821083) is an Investment Advisor Representative working at Secure Investment Management, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

5
Robert F. Rodney
CRD#: 4790295
7400 N Oracle Rd, Suite 150-418, Tucson, AZ 85704

Robert Rodney (CRD# 4790295) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has 1 year of experience in the finance industry.

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