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Andrew Paul Wilson

LIGHTHOUSE FINANCIAL ADVISORS, INC.·NEW MARKET, Maryland
SIE, Series 6, Series 63, Series 65CFP32 years registeredLIGHTHOUSE FINANCIAL ADVISORS, INC.
164 WEST MAIN STREET, NEW MARKET, MD 21774CRD# 1978779Firm CRD# 118060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Paul Wilson · NEW MARKET, MD
Registration
CRD #1978779 · LIGHTHOUSE FINANCIAL ADVISORS, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

Aug 2006Jul 2021
NEW MARKET, MD
May 2003Oct 2012
NEW MARKET, MD
Mar 2000Aug 2004
FREDERICK, MD
Jan 1994May 2003
FREDERICK, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · January 31, 1994
Years registered · 32
Professional designation · CFP
03

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LIGHTHOUSE FINANCIAL ADVISORS, INC.
CRD 118060 · SEC 801-68468
AUM
$462M
Regulatory assets under management
Employees
15
2,508 client accounts
Services offered by LIGHTHOUSE FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Andrew Paul Wilson offer?
Andrew Paul Wilson specializes in Financial Planning, Investment Management. Contact their office in NEW MARKET, Maryland for a consultation.
What are Andrew Paul Wilson's credentials?
Andrew Paul Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Paul Wilson located?
Andrew Paul Wilson is based in NEW MARKET, Maryland, working with LIGHTHOUSE FINANCIAL ADVISORS, INC.. Their office serves clients in the NEW MARKET metropolitan area and surrounding communities.
How does Andrew Paul Wilson charge for services?
Andrew Paul Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL ADVISORS, INC.?
LIGHTHOUSE FINANCIAL ADVISORS, INC. has approximately 15 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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