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Karen Marie Gendron

SECURE PLANNING, LLC·PORTSMOUTH, New Hampshire
SIE, Series 7, Series 28, Series 63, Series 99TOClean recordSECURE PLANNING, LLC
42 MIDDLE ST, PORTSMOUTH, NH 03801CRD# 1503330Firm CRD# 42179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Marie Gendron · PORTSMOUTH, NH
Registration
CRD #1503330 · SECURE PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SECURE PLANNING, LLC
CRD 42179 · SEC 801-55630
AUM
$163M
Regulatory assets under management
Employees
6
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 →
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Frequently Asked Questions

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

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