Kelly Caviezel (CRD# 3159323) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 25 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lighthouse Wealth Strategies | Gig Harbor, WA | Sep 2022 - Current | 1 |
| Wells Fargo Advisors Financial Network, LLC | Tacoma, WA | Nov 2017 - Sep 2022 | 4 |
| Ubs Financial Services Inc. | Tacoma, WA | Dec 2008 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- AK
- CA
- NE
- NV
- OR
- SC
- WA
-
Total Assets Under Management637MILLIONS
-
Total Number of Accounts1,825ACCOUNTS
-
Average Account Value$348,846
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, GA, HI, MO, NC, NE, NV, OR, SC, TN, TX, WA
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