Steven Tyson (CRD# 7518150) is an Investment Advisor Representative working at Lighthouse Financial Advisors, Inc. in Red Bank, NJ and has 1 year of experience in the finance industry. Steven Tyson 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.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lighthouse Financial Advisors, Inc. | Red Bank, NJ | Jul 2018 - Current | 5 |
| The Financial Consulate | Hunt Valley, MD | Jan 2018 - Jun 2018 | < 1 |
| Towson University | Towson, MD | Aug 2017 - Jan 2018 | < 1 |
| Towson Univsersity | Towson, MD | Oct 2016 - Jan 2018 | 1 |
| Black Bear Lake Day Camp | Millstone, NJ | May 2013 - Aug 2017 | 4 |
| Terri Levine: The Business Mentoring Expert | North Wales, PA | Jan 2015 - Apr 2017 | 2 |
| Towson University | Towson, MD | Aug 2015 - May 2016 | < 1 |
| Student | Marlboro, NJ | Sep 2002 - Jun 2014 | 11 |
- NJ
- TX
-
Total Assets Under Management714MILLIONS
-
Total Number of Accounts2,043ACCOUNTS
-
Average Account Value$349,412
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, NJ, NY, PA, TX
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