Unclaimed Profile

James Kenneth Adams

LIGHTHOUSE WEALTH MANAGEMENT, LLC·CAMP HILL, Pennsylvania

Series 6, Series 63Clean record10 years registeredLIGHTHOUSE WEALTH MANAGEMENT, LLC

210 GRANDVIEW AVENUE, CAMP HILL, PA 17011CRD# 5971737Firm CRD# 307529

Profile Verification

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

Identity

James Kenneth Adams · CAMP HILL, PA

Registration

CRD #5971737 · LIGHTHOUSE WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE WEALTH MANAGEMENT, LLC

Sep 2022 – present

ADVISORY SERVICES NETWORK

Nov 2020 – Aug 2022

Camp Hill, PA

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Jun 2016 – Nov 2020

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · June 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE WEALTH MANAGEMENT, LLC

CRD 307529 · SEC 801-127104

AUM

$155M

Regulatory assets under management

Employees

219 client accounts

Services offered by LIGHTHOUSE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTHOUSE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Kenneth Adams offer?

James Kenneth Adams specializes in Financial Planning, Investment Management. Contact their office in CAMP HILL, Pennsylvania for a consultation.

What are James Kenneth Adams's credentials?

James Kenneth Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Kenneth Adams located?

James Kenneth Adams is based in CAMP HILL, Pennsylvania, working with LIGHTHOUSE WEALTH MANAGEMENT, LLC. Their office serves clients in the CAMP HILL metropolitan area and surrounding communities.

How does James Kenneth Adams charge for services?

James Kenneth Adams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE WEALTH MANAGEMENT, LLC?

LIGHTHOUSE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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