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
Lighthouse Financial
By the Numbers
-
Total Assets Under Management490MILLION
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Total Number of Accounts276ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, NC, NY, WA
Financial Advisors at Lighthouse Financial
1
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.
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