Lighthouse Advisory Services, Inc.

Lighthouse Advisory Services, Inc. (CRD# 306258) is a financial advisory firm headquartered in , . They manage $7,176,748 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $149,516
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lighthouse Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Hugo Lopez, financial advisor Poway CA
Hugo Lopez
CRD#: 5649058
12718 Shadowline St., Poway, CA 92064

Hugo Lopez (CRD# 5649058) is an Investment Advisor Representative working at Lighthouse Advisory Services, Inc. in Poway, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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