Paul
Light
Light Financial Services, Inc
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About this Advisor
Paul Light is a certified financial planner based out of Fargo, North Dakota with 19 years of industry experience. Light is currently employed by Light Financial Services, Inc. They have been an employee of Light Financial Services, Inc for their whole career. Light has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and North Dakota. Light Financial Services, Inc is a financial advisory company based in Fargo, ND. It handles $104 million in assets under management among its 1,546 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,546 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees charged by Light Financial Services, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Light Financial Services, Inc Brokerage Details
$103,837,312
2
1,546
$67,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Light Work History
Paul has been registered as a financial advisor for 19 years.*
Light Financial Services
*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 Paul Light 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 Light Financial Services, Inc
Fargo, ND
Fargo, ND
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.
