Paul Lightfoot, financial advisor Dallas TX

Paul Lightfoot

CRD Number: 6317454
Current Firm: Optima Asset Management Inc.

Paul Lightfoot (CRD# 6317454) is an Investment Advisor Representative working at Optima Asset Management Inc. in Dallas, TX and has over 15 years of experience in the finance industry. Paul Lightfoot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Optima Asset Management, Inc. Dallas, TX May 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Paul A. Lightfoot
Phone Number: 972-726-0400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    599
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $2,101,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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