Secure Planning

Secure Planning (CRD# 42179) is a financial advisory firm headquartered in Portsmouth, NH. They manage $163,149,923 in 822 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
42 Middle St, Portsmouth, NH 03801
https://www.facebook.com/finnwealthadvisors/
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $198,479
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
The map below shows states where this firm has explicit registration only.

CO, FL, MA, ME, MS, NH, NY, TX

Financial Advisors at Secure Planning
Showing 1 - 4 of 4 top financial advisors.
1
Lisa Dugan, financial advisor Portsmouth NH
Lisa A. Dugan
CRD#: 2979629
42 Middle Street, Portsmouth, NH 03801

Lisa Dugan (CRD# 2979629) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 25 years of experience in the finance industry.

2
Justin Finn, financial advisor Portsmouth NH
Justin D. Finn
CRD#: 4602403
42 Middle Street, Portsmouth, NH 03801

Justin Finn (CRD# 4602403) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 20 years of experience in the finance industry.

3
Edward Mallon, financial advisor Portsmouth NH
Edward J. Mallon
CRD#: 317980
42 Middle Street, Portsmouth, NH 03801

Edward Mallon (CRD# 317980) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 28 years of experience in the finance industry.

4
Julianne Smith, financial advisor Portsmouth NH
Julianne M. Smith
CRD#: 4751604
42 Middle Street, Portsmouth, NH 03801

Julianne Smith (CRD# 4751604) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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