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James Kenneth Adams

LIGHTHOUSE WEALTH MANAGEMENT, LLC·CAMP HILL, Pennsylvania
Clean recordLIGHTHOUSE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Kenneth Adams is a registered financial advisor based in CAMP HILL, Pennsylvania, affiliated with LIGHTHOUSE WEALTH MANAGEMENT, 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 WEALTH MANAGEMENT, LLC
LIGHTHOUSE WEALTH MANAGEMENT, LLC
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5971737
Firm CRD# 307529
View on FINRA BrokerCheck →

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05

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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