Martin
Parlato
Lighthouse Retirement
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About this Advisor
Martin Parlato is a financial advisor operating in Jacksonville, Florida who has 11 years of industry experience. Parlato is an employee of Lighthouse Retirement. Their career trajectory has included roles at Mdp, Inc Of Jacksonville and Martin D. Parlato & Associates, LLC. Parlato maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Florida and Georgia. Lighthouse Retirement is a financial advisory firm based out of Jacksonville, FL. The investment advisory business has offices in five locations and just one person on staff. It manages $97 million in assets across its 263 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 263 accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Lighthouse Retirement offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Lighthouse Retirement most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lighthouse Retirement Brokerage Details
$96,605,919
1
263
$367,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Martin Parlato Work History
Martin has been registered as a financial advisor for 11 years.*
Martin D. Parlato & Associates, LLC
Mdp, Inc Of Jacksonville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martin Parlato 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 Retirement
Jacksonville, FL
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