Lighthouse Financial Advisors, Inc.

Lighthouse Financial Advisors, Inc. (CRD# 121496) is a financial advisory firm headquartered in Red Bank, NJ. They manage $231,707,748 in 1,744 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    1,744
    ACCOUNTS
  • Average Account Value
    $132,860
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Lighthouse Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lucas R. Carey
CRD#: 5789644
3 Harding Road, Suite B, Red Bank, NJ 07701
90
Wealthminder
score

Lucas Carey (CRD# 5789644) 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. Lucas Carey 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.

2
Robert B. Walsh
CRD#: 4554605
3 Harding Road, Suite B, Red Bank, NJ 07701
90
Wealthminder
score

Robert Walsh (CRD# 4554605) 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. Robert Walsh 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.

3
Brennan Guli
CRD#: 5210848
3 Harding Road, Suite B, Red Bank, NJ 07701
73
Wealthminder
score

Brennan Guli (CRD# 5210848) is an Investment Advisor Representative working at Lighthouse Financial Advisors, Inc. in Red Bank, NJ and has over 8 years of experience in the finance industry.

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