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Deborah Sue Grose

LIGHTHOUSE FINANCIAL PLANNING, LLC·FOLSOM, California
Clean recordLIGHTHOUSE FINANCIAL PLANNING, LLC
101 PARK SHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 5659145Firm CRD# 114093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Sue Grose · FOLSOM, CA
Registration
CRD #5659145 · LIGHTHOUSE FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deborah Sue Grose is a registered financial advisor based in FOLSOM, California, affiliated with LIGHTHOUSE FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIGHTHOUSE FINANCIAL PLANNING, LLC
LIGHTHOUSE FINANCIAL PLANNING
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5659145
Firm CRD# 114093
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Sue Grose offer?
Deborah Sue Grose specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Deborah Sue Grose's credentials?
Deborah Sue Grose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Sue Grose located?
Deborah Sue Grose is based in FOLSOM, California, working with LIGHTHOUSE FINANCIAL PLANNING, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Deborah Sue Grose charge for services?
Deborah Sue Grose's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL PLANNING, LLC?
LIGHTHOUSE FINANCIAL PLANNING, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Richard Johnson
FOLSOM, CA

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Research
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