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Julianne Mary Smith

SECURE PLANNING, LLC·PORTSMOUTH, New Hampshire
Clean recordSECURE PLANNING, LLC
42 MIDDLE ST, PORTSMOUTH, NH 03801CRD# 4751604Firm CRD# 42179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julianne Mary Smith · PORTSMOUTH, NH
Registration
CRD #4751604 · SECURE PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julianne Mary Smith 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# 4751604
Firm CRD# 42179
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julianne Mary Smith offer?
Julianne Mary Smith specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Julianne Mary Smith's credentials?
Julianne Mary Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julianne Mary Smith located?
Julianne Mary Smith 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 Julianne Mary Smith charge for services?
Julianne Mary Smith'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
Karen Marie Gendron
PORTSMOUTH, NH
Edward John Jr Mallon
PORTSMOUTH, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
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Research
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