Andrew Charles Lord
Member, Chief Compliance OfficerEssential Planning, LLCCRD 1289303
About Andrew Charles Lord
Andrew Charles Lord is listed as Member, Chief Compliance Officer at Essential Planning, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Essential Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew Charles Lord work?
Andrew Charles Lord is listed as Member, Chief Compliance Officer at Essential Planning, LLC on SEC Form ADV.
How much of Essential Planning, LLC does Andrew Charles Lord own?
Form ADV reports a beneficial ownership band of Over 75%.
Essential Planning, LLC
| Title | Member, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1984 |