Edward
Mallon

Secure Planning, LLC

CRD#317980
Investment Advisor
in Portsmouth, NH

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About this Advisor

Edward Mallon is a certified financial planner who works out of Portsmouth, New Hampshire who has 26 years of industry experience. Mallon is currently employed by Secure Planning, LLC. They have worked at Secure Planning, Llc for their whole career. Mallon maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Colorado, Florida, Maine, Massachusetts, New Hampshire and Texas. Secure Planning, LLC is a registered investment company operating out of Portsmouth, NH. The investment advisory business has a total of six people on staff. It handles $152 million in total assets between its 927 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 927 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services are provided. However, fee types charged by Secure Planning, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

26 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

42 Middle Street
Portsmouth, NH 03801

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Secure Planning, LLC Brokerage Details

Total Assets Under Management

$152,269,192

NH Average: $509,638,208
Total Number of Employees

6

NH Average: 12
Total Number of Accounts

927

NH Average: 581
Average Account Size

$164,260

NH Average: $877,174

Investment Advisory Services

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

Edward Mallon Work History

Edward has been registered as a financial advisor for 26 years.*

1990 - Present (34 years)

Secure Planning Inc

*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 Edward Mallon 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 Planning

Julianne Smith
Portsmouth, NH
Justin Finn
Portsmouth, NH
Lisa Dugan
Portsmouth, NH
Edward Mallon
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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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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