Searchlight Investments, LLC

Searchlight Investments, LLC (CRD# 174295) is a financial advisory firm headquartered in Beverly Hills, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
  • 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.

CA

Financial Advisors at Searchlight Investments, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Caroline G. Rakness
CRD#: 4387701
9300 Wilshire Blvd., Suite 410, Beverly Hills, CA 90212
93
Wealthminder
score

Caroline Rakness (CRD# 4387701) is an Investment Advisor Representative working at Searchlight Investments, LLC in Beverly Hills, CA and has over 16 years of experience in the finance industry.

2
Mark A. Basile
CRD#: 6295361
9300 Wilshire Blvd., Suite 410, Beverly Hills, CA 90212
90
Wealthminder
score

Mark Basile (CRD# 6295361) is an Investment Advisor Representative working at Searchlight Investments, LLC in Beverly Hills, CA and has over 2 years of experience in the finance industry.

3
Kevin T. Hoffman
CRD#: 6407855
9300 Wilshire Blvd., Suite 410, Beverly Hills, CA 90212
88
Wealthminder
score

Kevin Hoffman (CRD# 6407855) is an Investment Advisor Representative working at Searchlight Investments, LLC in Beverly Hills, CA and has over 2 years of experience in the finance industry.

4
Pamela H. Wilson
CRD#: 1337224
9300 Wilshire Blvd., Suite 410, Beverly Hills, CA 90212
18
Wealthminder
score

Pamela Wilson (CRD# 1337224) is an Investment Advisor Representative working at Searchlight Investments, LLC in Beverly Hills, CA and has over 27 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.