Lighthouse Retirement

Lighthouse Retirement (CRD# 147403) is a financial advisory firm headquartered in Vero Beach, FL. They manage $14,100,000 in 130 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
    14
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $108,462
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 9 years of experience in the finance industry.

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