Unclaimed Profile

Edward John Jr Mallon

SECURE PLANNING, LLC·PORTSMOUTH, New Hampshire

SIE, Series 00, Series 7TO, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record29 years registeredSECURE 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 · 29 years registered

Brand Profile

Not yet started

Career History

SECURE PLANNING

Jun 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 7TO

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · June 20, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECURE PLANNING, LLC

CRD 42179 · SEC 801-55630

AUM

$163M

Regulatory assets under management

Employees

822 client accounts

Services offered by SECURE PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURE PLANNING, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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