Gregory
Emmons
Lighthouse Wealth Management, Inc
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About this Advisor
Gregory Emmons is a certified financial planner working out of Ashland, Ohio, with a total of 8 years of industry experience. Emmons is an employee of Lighthouse Wealth Management, Inc. Over the course of their career, they have held roles at Axa Advisors, LLC and Lighthouse Wealth Management. Emmons has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Lighthouse Wealth Management, Inc is a firm operating out of Ashland, OH. It manages $153 million in assets among its 783 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 783 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in investable assets. Lighthouse Wealth Management, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on the type of financial services offered. Fees charged by Lighthouse Wealth Management, Inc most likely are comprised 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, Inc Brokerage Details
$152,836,279
5
783
$195,193
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregory Emmons Work History
Gregory has been registered as a financial advisor for 8 years.*
Lighthouse Wealth Management
Axa Advisors, LLC
*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 Gregory Emmons 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, Inc
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
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.
