Steven Wotovich, financial advisor Largo FL

Steven Wotovich

CRD Number: 2667287
Current Firm: Lighthouse Financial

Steven Wotovich (CRD# 2667287) is an Investment Advisor Representative working at Lighthouse Financial in Largo, FL and has over 28 years of experience in the finance industry. Steven Wotovich 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
Lighthouse Financial Largo, FL Nov 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
Contact Info for Steven A. Wotovich
Phone Number: 727-490-5797
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    490
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,776,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, NC, NY, WA

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