Light Financial Services, Inc.
Light Financial Services, Inc. (CRD# 131678) is a financial advisory firm headquartered in Fargo, ND. They manage $54,261,070 in 1,120 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts1,120ACCOUNTS
Average Account Value$48,447
- A percentage of assets under your management
- Hourly charges
- 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)
Paul Light (CRD# 1986167) is an Investment Advisor Representative working at Light Financial Services, Inc. in Fargo, ND and has over 28 years of experience in the finance industry. Paul Light 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.