Enrique
Francia

Secure Investment Management, LLC

CRD#6074241
Investment Advisor
in Tucson, AZ

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About this Advisor

Enrique Francia is a financial advisor based in Tucson, Arizona, working with Secure Investment Management, LLC. Enrique has previously held positions at Us Navy Reserve, Avant-Garde Health LLC, California Home Finance, Hyatt Vacation Club, Success Lending, Exp Realty, Best Health Benefits, Domino's Pizza, Lyft, Jack Schroeder And Associates, Uber, Secure Income Management, Homes.Com, Mitchell 1, Dreams Business Resources, Workiz, Venture Magazine, 180 Solar Power, Powur Solar, In Home Support Services, and Arch Fms. Enrique has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Enrique is part of Secure Investment Management, LLC, which operates out of Tucson, Arizona. The firm has 12 employees and manages assets totaling $38.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Secure Investment Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3067 W. Ina Road #125
Tucson, AZ 85741

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Secure Investment Management, LLC Brokerage Details

Total Assets Under Management

$38,291,887

AZ Average: $1,555,372,352
Total Number of Employees

12

AZ Average: 37
Total Number of Accounts

825

AZ Average: 1,370
Average Account Size

$46,414

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Enrique Francia Work History

2025 - Present (0 year)

Arch Fms

2024 - Present (1 year)

Lyft

2024 - Present (1 year)

Jack Schroeder And Associates

2024 - Present (1 year)

Secure Income Management

2024 - Present (1 year)

In Home Support Services

2019 - Present (6 years)

Dreams Business Resources

2016 - Present (9 years)

Uber

2024 - 2024 (< 1 year)

180 Solar Power

2023 - 2024 (1 year)

Best Health Benefits

2023 - 2023 (< 1 year)

Domino'S Pizza

2022 - 2023 (1 year)

Hyatt Vacation Club

2022 - 2022 (< 1 year)

Success Lending

2022 - 2023 (1 year)

Exp Realty

2022 - 2023 (1 year)

Powur Solar

2020 - 2022 (2 years)

California Home Finance

2020 - 2020 (< 1 year)

Venture Magazine

2019 - 2019 (< 1 year)

Mitchell 1

2019 - 2020 (1 year)

Workiz

2018 - 2018 (< 1 year)

Homes.Com

2011 - 2020 (9 years)

Avant-Garde Health LLC

2009 - 2016 (7 years)

Us Navy Reserve

Disclosures

Please visit the SEC profile of Enrique Francia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Secure Investment Management, LLC

Robert Rodney
Tucson, AZ
Guillermo Silesky
Irvine, CA
Rebecca Cross
Santa Barbara, CA
Clark Dearmond
Tucson, AZ
Jimmy Diep
Tucson, AZ
Brandon Benites
Tucson, AZ
Alev Sharma
Woodland Hills, CA
Jared Keating
Tucson, AZ

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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