Lightpath Wealth & Tax Advisors

Lightpath Wealth & Tax Advisors (CRD# 312276) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.lightpathwealth.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Lightpath Wealth & Tax Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Geiser, financial advisor Prospect KY
Jeffrey S. Geiser
CRD#: 7324755
Prospect, KY

Jeffrey Geiser (CRD# 7324755) is an Investment Advisor Representative working at Lightpath Wealth & Tax Advisors in Prospect, KY and has over 3 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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