Lighthouse Financial Planning, LLC
Lighthouse Financial Planning, LLC (CRD# 124762) is a financial advisory firm headquartered in , . They manage $16,600,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lighthouse Financial Planning, LLC
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$345,833
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Lighthouse Financial Planning, LLC
1
Barry Korb (CRD# 4629276) is an Investment Advisor Representative working at Lighthouse Financial Planning, LLC in Potomac, MD and has 1 year of experience in the finance industry.
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