Robert
Walsh
Lighthouse Financial Advisors, Inc
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About this Advisor
Robert Walsh is a financial advisor based in Red Bank, New Jersey, working with Lighthouse Financial Advisors, Inc. Robert has previously held a position at Lighthouse Financial Advisors, Inc and is registered to provide services in New Jersey and Texas. Currently, Robert is part of Lighthouse Financial Advisors, Inc, which operates out of Red Bank, New Jersey. The firm has 9 employees and manages assets totaling $713.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lighthouse Financial Advisors, Inc includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lighthouse Financial Advisors, Inc Brokerage Details
$713,848,786
9
2,043
$349,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Walsh Work History
Lighthouse Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Robert Walsh 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 Advisors, Inc
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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