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
| Title | Executive Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2006 |