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Edward John Mallon

Secure Planning, LLC

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About Edward John Mallon

Edward Mallon has been an active Registered Representative since June 1997 and an active Investment Advisor Representative since October 2009. Edward is a Certified Financial Planner™ and has been with Secure Planning, LLC since 1990. Edward’s current registrations include Colorado, Connecticut, Florida, Georgia, Indiana, Maine, Massachusetts, New Hampshire, Ohio, Texas, and Vermont.

Firm Information

Edward Mallon is currently registered with Secure Planning, LLC. Secure Planning, LLC is a Limited Liability Company formed in October 1990. Located in Portsmouth, NH, the firm provides financial planning and portfolio management services to individuals, including high-net-worth clients. Secure Planning, LLC has a strong track record, managing over $169 million in regulatory assets under management. The firm is registered with the SEC and in 21 states.
Secure Planning, LLC

42 MIDDLE ST

PORTSMOUTH, NH 03801

$169.33M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Mallon’s Registration & Firm History

NH

11/21/2011 - Present

Secure Planning, LLC (PORTSMOUTH NH)

IN

04/26/1991 - 06/03/1997

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

NA

03/23/1989 - 05/22/1991

MONARCH FINANCIAL SERVICES, INC.

NA

10/28/1986 - 05/17/1991

MONARCH SECURITIES, INC.

NA

11/17/1969 - 10/06/1986

CHUBB SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 02/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/11/1969

Series 00 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward John Mallon.
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