Julianne Mary Smith is listed as Chief Compliance Officer at Secure Planning, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Secure Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julianne Mary Smith work?
Julianne Mary Smith is listed as Chief Compliance Officer at Secure Planning, LLC on SEC Form ADV.
How much of Secure Planning, LLC does Julianne Mary Smith own?
Form ADV reports a beneficial ownership band of Under 5%.