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Financial ADVSR advisor directory · SEC adviser records

Secure Planning, LLC financial advisors in Portsmouth, NH

Every SEC-registered investment adviser representative at a Secure Planning, LLC office in Portsmouth, A to Z.

The short answer

4 registered advisors work at Secure Planning, LLC in Portsmouth, out of 4 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Secure Planning, LLC advisors in Portsmouth, A to Z

Every Secure Planning, LLC advisor →

Secure Planning, LLC advisors in every city and state →Secure Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portsmouth

All Portsmouth advisors →

Morgan Stanley 24LPL Financial LLC 22Ameriprise Financial Services, LLC 19Strategic Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Equitable Advisors, LLC 13Wellesley Asset Management, Inc. 13Wells Fargo Clearing Services, LLC 13UBS Financial Services Inc. 12Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8RBC Capital Markets, LLC 7

Questions

How many financial advisors does Secure Planning, LLC have in Portsmouth?

4 investment adviser representatives are registered at Secure Planning, LLC offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Secure Planning, LLC one of the largest advisor employers in Portsmouth?

Secure Planning, LLC ranks number 24 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.

How do I check a Secure Planning, LLC advisor in Portsmouth?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Secure Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.