PPrivate Fund Data Log in Join · $37/mo

Lisa Anne Dugan

Executive OfficerSecure Planning, LLCCRD 2979629

About Lisa Anne Dugan

Lisa Anne Dugan is listed as Executive 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 Lisa Anne Dugan work?

Lisa Anne Dugan is listed as Executive Officer at Secure Planning, LLC on SEC Form ADV.

How much of Secure Planning, LLC does Lisa Anne Dugan own?

Form ADV reports a beneficial ownership band of Under 5%.

Secure Planning, LLC

TitleExecutive Officer
OwnershipUnder 5%
Control personNo
Since2006
View Secure Planning, LLC →