Lighthouse Financial

Lighthouse Financial (CRD# 137277) is a financial advisory firm headquartered in Largo, FL. They manage $490,190,171 in 276 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1679 Indian Rocks Rd S, Largo, FL 33774
By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,776,051
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NY, WA

Financial Advisors at Lighthouse Financial
Showing 1 - 1 of 1 top financial advisors.
1
Steven Wotovich, financial advisor Largo FL
Steven A. Wotovich
CRD#: 2667287
1679 Indian Rocks Rd S, Largo, FL 33774

Steven Wotovich (CRD# 2667287) is an Investment Advisor Representative working at Lighthouse Financial in Largo, FL and has over 28 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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