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Edward John Jr Mallon

SECURE PLANNING, LLC·PORTSMOUTH, New Hampshire
Clean recordSECURE PLANNING, LLC
42 MIDDLE ST, PORTSMOUTH, NH 03801CRD# 317980Firm CRD# 42179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward John Jr Mallon · PORTSMOUTH, NH
Registration
CRD #317980 · SECURE PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward John Jr Mallon is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with SECURE PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SECURE PLANNING, LLC
SECURE PLANNING
AUM
$163M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SECURE PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 317980
Firm CRD# 42179
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward John Jr Mallon offer?
Edward John Jr Mallon specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Edward John Jr Mallon's credentials?
Edward John Jr Mallon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward John Jr Mallon located?
Edward John Jr Mallon is based in PORTSMOUTH, New Hampshire, working with SECURE PLANNING, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Edward John Jr Mallon charge for services?
Edward John Jr Mallon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE PLANNING, LLC?
SECURE PLANNING, LLC has approximately 6 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SECURE PLANNING, LLC

Lisa Anne Dugan
PORTSMOUTH, NH
Danielle Marie Grondin
PORTSMOUTH, NH
Julianne Mary Smith
PORTSMOUTH, NH
Karen Marie Gendron
PORTSMOUTH, NH

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Nearby cities in New Hampshire
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Research
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