Secure Planning

Secure Planning (CRD# 42179) is a financial advisory firm headquartered in Portsmouth, NH. They manage $176,668,505 in 896 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

177

MILLION
Total Number of Accounts

896

ACCOUNTS
Average Account Value

$197,175

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

Registered Investment Advisor

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.

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

Financial Advisors at Secure Planning

Showing 1 - 5 of 5 top financial advisors.

1

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 23 years of experience in the finance industry. Lisa Dugan 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.

2

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 19 years of experience in the finance industry.

3

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 26 years of experience in the finance industry. Edward Mallon 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

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 18 years of experience in the finance industry.

5

Paul K. Whitcomb

CRD#: 1058387

42 Middle Street, Portsmouth, NH 03801

Paul Whitcomb (CRD# 1058387) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 34 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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