James
Adams
Lighthouse Wealth Management, LLC
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About this Advisor
James Adams is a certified financial planner and chartered financial analyst operating in Camp Hill, Pennsylvania, who has 1 year of relevant experience. Adams is an advisor for Lighthouse Wealth Management, LLC. The advisor has gained experience at James Adams-Sole Proprietor, Sageworth Trust Co, Mighty Oak Strong America Investment Company, Advisory Services Network, LLC and Lighthouse Wealth Management. Adams holds a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Pennsylvania. Lighthouse Wealth Management, LLC is an advisory firm that has its headquarters in Camp Hill, PA. It oversees $103 million in total assets among its 160 client accounts, making it one of the mid-sized firms in the country by assets under management. Lighthouse Wealth Management, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on the type of financial services offered. However, fee types charged by Lighthouse Wealth Management, LLC most likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lighthouse Wealth Management, LLC Brokerage Details
$103,000,000
2
160
$643,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Adams Work History
James has been registered as a financial advisor for 1 years.*
Lighthouse Wealth Management
Advisory Services Network, LLC
Mighty Oak Strong America Investment Company
Sageworth Trust Co
James Adams-Sole Proprietor
*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 James Adams 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 Wealth Management, LLC
Camp Hill, PA
Camp Hill, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
