Christopher
Soukup
Lighthouse Financial Services Inc
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About this Advisor
Christopher Soukup is a financial advisor based in Brea, California, working with Lighthouse Financial Services Inc. Christopher has previously held positions at TD Ameritrade, Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Lighthouse Financial Services, Inc. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Christopher is part of Lighthouse Financial Services Inc, which operates out of Brea, California. The firm has 4 offices and 7 employees. The firm manages assets totaling $387.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Lighthouse Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lighthouse Financial Services Inc Brokerage Details
$387,277,196
7
1,072
$361,266
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Christopher Soukup Work History
Lighthouse Financial Services, Inc
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Td Ameritrade
Fidelity Investments
Td Ameritrade
Td Ameritrade
Disclosures
Please visit the SEC profile of Christopher Soukup to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lighthouse Financial Services Inc
Brea, CA
Brea, CA
Brea, CA
Brea, CA
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