Adviser and broker representative · Secure Planning, LLC
Justin D. Finn
CRD 4602403 · Portsmouth, NH
At a glance
Justin D. Finn is an investment adviser representative with Secure Planning, LLC in Portsmouth, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2012, about 14 years ago. Justin is also registered as a broker representative.
Current advisory firm
- Secure Planning, LLCSince July 2012Portsmouth, NH · $187M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Justin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Secure Planning, LLC
- Lisa A. DuganPortsmouth · Certified Financial Planner
- Edward J. Mallon Jr.Portsmouth · Certified Financial Planner
- Julianne M. SmithPortsmouth
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