Lighthouse Financial Advisors, Inc.
Lighthouse Financial Advisors, Inc. (CRD# 121496) is a financial advisory firm headquartered in Red Bank, NJ. They manage $509,788,799 in 1,784 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management510MILLION
Total Number of Accounts1,784ACCOUNTS
Average Account Value$285,756
- 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)
FL, NJ, NY, PA, TX
Brennan Guli (CRD# 5210848) is an Investment Advisor Representative working at Lighthouse Financial Advisors, Inc. in Red Bank, NJ and has over 12 years of experience in the finance industry.
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.