Unclaimed Profile

Robert Barry Walsh

LIGHTHOUSE FINANCIAL ADVISORS, INC.·RED BANK, New Jersey

Clean record24 years registeredLIGHTHOUSE FINANCIAL ADVISORS, INC.

3 HARDING ROAD, SUITE B, RED BANK, NJ 07701CRD# 4554605Firm CRD# 121496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Barry Walsh · RED BANK, NJ

Registration

CRD #4554605 · LIGHTHOUSE FINANCIAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Jan 2021 – present

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Jun 2002 – Dec 2020

RED BANK, NJ

Registrations & Exams

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE FINANCIAL ADVISORS, INC.

CRD 121496 · SEC 801-78290

AUM

$714M

Regulatory assets under management

Employees

2,043 client accounts

Services offered by LIGHTHOUSE FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTHOUSE FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Barry Walsh offer?

Robert Barry Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Robert Barry Walsh's credentials?

Robert Barry Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Barry Walsh located?

Robert Barry Walsh is based in RED BANK, New Jersey, working with LIGHTHOUSE FINANCIAL ADVISORS, INC.. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Robert Barry Walsh charge for services?

Robert Barry Walsh's firm is compensated through subscription fees. 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 9 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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