Secure Planning Inc
Legal Name: SECURE PLANNING, LLC
Other Info
Based in NH, SECURE PLANNING, LLC is a Limited Liability Company with a team of 8 employees, including 5 professionals in advisory roles. Although the number of clients served by the firm is not disclosed, it has maintained an approved status with the SEC since June 1998.
Secure Planning, LLC
Skip to main content Toggle navigation About Us Location People Charities and Affiliations Services and Products The Financial Counselor Program™ The Secure Planning Difference Resources Newsletters Ed and Lisa's Blogs Secure Planning Disclosures Market Lookup Blog Archive 2007-2014 Contact Us Wel…
Direct Owners
-
EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE
OWNER owns 75% or more
-
EDWARD JR MALLON
PRESIDENT/TRUSTEE owns less than 5%
-
JULIANNE MARY SMITH
CHIEF COMPLIANCE OFFICER owns less than 5%
-
KAREN MARIE GENDRON
FINOP owns less than 5%
-
LISA ANNE DUGAN
EXECUTIVE OFFICER owns less than 5%
Firms Located Nearby
- Creegan & Nassoura Financial Group LLC
- Measured Wealth Private Client Group LLC
- DHK Financial Advisors Inc
- Charter Oak Capital Management LLC
- PAX Ellevate Management LLC
- GREEN HARVEST ASSET MANAGEMENT LLC
- Prime Buchholz LLC
- Option Research & Technology Services LLC
- Harbor Advisory Corporation
- Lake Street Advisors Group LLC