SECURE PLANNING, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 42179). Regulatory assets under management: $187.0M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Edward John Jr Mallon | PRESIDENT/TRUSTEE | — |
| Lisa Anne Dugan | EXECUTIVE OFFICER | — |
| Julianne Mary Smith | CHIEF COMPLIANCE OFFICER | — |
| Karen Marie Gendron | FINOP | — |
| MALLON EDWARD JOHN JR | PRESIDENT; PRESIDENT/TRUSTEE | — |
| WALTZ LORI ANN | CHIEF COMPLIANCE OFFICER | — |
| DUGAN LISA ANNE | CHIEF COMPLIANCE OFFICER/EXECUTIVE OFFICER; EXECUTIVE OFFICER | — |
| HEPPLER BRETT MILES | FINANCIAL OPERATIONS OFFICER | — |
| GENDRON KAREN MARIE | FINOP | — |
| BROWN JULIANNE MARY | CHIEF COMPLIANCE OFFICER | — |
| SMITH JULIANNE MARY | CHIEF COMPLIANCE OFFICER | — |
| GRONDIN DANIELLE MARIE | FINANCIAL AND OPERATIONS OFFICER; FINANCIAL OPERATIONS OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PORTSMOUTH | NH | 2 | 603-433-5515 |
| PORTSMOUTH | NH | 2 | 603-433-5515 |