Andrew
Lord
Essential Planning, LLC
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About this Advisor
Andrew Lord is a chartered financial consultant working in Portsmouth, New Hampshire with a total of 21 years of industry experience. Lord is on the advisory team at Essential Planning, LLC. During their career, the advisor has held roles at Provident Mutual, Connecticut Mutual Life Insruance Co, Fortune Financial Services Inc, Investors Capital Corporation, Purshe Kaplan Sterling Investments, Essential Planning, LLC and Valmark Securities, Inc. Lord holds a Series 63 license, certifying them as a securities agent, and can work in Florida, Maine, Massachusetts, New Hampshire, New York and Texas. Essential Planning, LLC is a financial advisory firm operating out of Portsmouth, NH. It has a total of nine employees. It administers $310 million in total assets between its 1,618 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,618 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on the type of financial services offered. Fee types billed by Essential Planning, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Essential Planning, LLC Brokerage Details
$310,367,487
9
1,618
$191,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Andrew Lord Work History
Andrew has been registered as a financial advisor for 21 years.*
Valmark Securities, Inc
Essential Planning, LLC
Purshe Kaplan Sterling Investments
Investors Capital Corporation
Fortune Financial Services Inc
Connecticut Mutual Life Insruance Co
Provident Mutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Lord 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 Essential Planning, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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