Lighthouse Retirement

Lighthouse Retirement (CRD# 147403) is a financial advisory firm headquartered in Vero Beach, FL. They manage $19,920,000 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
601 21st Street, #300, Vero Beach, FL 32960
http://www.lighthouseretirement.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $150,909
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
  • 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.

FL

Financial Advisors at Lighthouse Retirement
Showing 1 - 1 of 1 top financial advisors.
1
Martin Parlato, financial advisor Jacksonville FL
Martin D. Parlato
CRD#: 4556365
822 N. A1a Highway, Suite 310, Jacksonville, FL 32256
61
Wealthminder
score

Martin Parlato (CRD# 4556365) is an Investment Advisor Representative working at Lighthouse Retirement in Jacksonville, FL and has over 10 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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