Justin
Finn
Secure Planning, LLC
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About this Advisor
Justin Finn is a financial advisor operating in Portsmouth, New Hampshire with 11 years of relevant experience. Finn is an advisor for Secure Planning, LLC. They have been with Secure Planning, Llc for all of their career. Finn holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado, Florida, Maine, Massachusetts, Mississippi, New Hampshire and Texas. Secure Planning, LLC is an advisory business that has its headquarters in Portsmouth, NH. The company has a total of six financial advisors. It oversees $152 million in assets among its 927 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 927 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. Secure Planning, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the type of financial services offered. However, fees charged by Secure Planning, LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Planning, LLC Brokerage Details
$152,269,192
6
927
$164,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Justin Finn Work History
Justin has been registered as a financial advisor for 11 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 Justin Finn 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
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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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.
