Unclaimed Profile

Marty Edward Paul

LIGHTHOUSE WEALTH STRATEGIES, LLC·GIG HARBOR, Washington

LIGHTHOUSE WEALTH STRATEGIES, LLC

3312 ROSEDALE ST NW, GIG HARBOR, WA 98335CRD# 2540039Firm CRD# 299334

Profile Verification

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

Identity

Marty Edward Paul · GIG HARBOR, WA

Registration

CRD #2540039 · LIGHTHOUSE WEALTH STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Marty Edward Paul is a registered financial advisor based in GIG HARBOR, Washington, affiliated with LIGHTHOUSE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LIGHTHOUSE WEALTH STRATEGIES, LLC

AUM

$637M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIGHTHOUSE WEALTH STRATEGIES, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2540039

Firm CRD# 299334

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marty Edward Paul offer?

Marty Edward Paul specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.

What are Marty Edward Paul's credentials?

Marty Edward Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marty Edward Paul located?

Marty Edward Paul is based in GIG HARBOR, Washington, working with LIGHTHOUSE WEALTH STRATEGIES, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Marty Edward Paul charge for services?

Marty Edward Paul's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE WEALTH STRATEGIES, LLC?

LIGHTHOUSE WEALTH STRATEGIES, LLC has approximately 11 employees and manages $637M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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