Lighthouse Financial Planning, LLC

Lighthouse Financial Planning, LLC (CRD# 124762) is a financial advisory firm headquartered in , . They manage $16,600,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://lighthousefp.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $345,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

MD, VA

Financial Advisors at Lighthouse Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Barry Korb, financial advisor Potomac MD
Barry R. Korb
CRD#: 4629276
Potomac, MD

Barry Korb (CRD# 4629276) is an Investment Advisor Representative working at Lighthouse Financial Planning, LLC in Potomac, MD and has 1 year 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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