Lisa Dugan, CFP
Secure Planning, LLC
Certified Financial Planner in Portsmouth, NH
Address:42 Middle St
Portsmouth, NH 03801
About Lisa Dugan
Lisa Dugan is a financial professional at Secure Planning, LLC located in Portsmouth, New Hampshire. Lisa Dugan holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Dugan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Dugan42 Middle St
Portsmouth, NH 03801
Phone Number:
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Website:
http://www.secureplanning.com
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