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
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Direct Owners
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EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE
OWNER owns 75% or more
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EDWARD JR MALLON
PRESIDENT/TRUSTEE owns less than 5%
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JULIANNE MARY SMITH
CHIEF COMPLIANCE OFFICER owns less than 5%
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KAREN MARIE GENDRON
FINOP owns less than 5%
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LISA ANNE DUGAN
EXECUTIVE OFFICER owns less than 5%
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