Christopher
Light

Foresight Wealth Management, LLC

CRD#5000150
Investment Advisor
in Draper, UT

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About this Advisor

Christopher Light is a financial advisor based out of Draper, Utah, who has been in the industry for 13 years. Light is an advisor for Foresight Wealth Management, LLC. The advisor has gained experience at Bruce A. Lefavi Securities, Inc, Foresight Wealth Management, Lefavi Wealth Management and Purshe Kaplan Sterling Investments. Light maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Foresight Wealth Management, LLC is a business that has its headquarters in Draper, Utah. The firm has offices in three locations and a total of 12 employees. It has $307 million in total assets across its 1,570 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,570 customer accounts, just 7% belong to high-net-worth clients who have at least $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on the type of financial services provided. However, fees billed by Foresight Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11550 South 700 East Suite 100
Draper, UT 84020

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Foresight Wealth Management, LLC Brokerage Details

Total Assets Under Management

$413,847,878

UT Average: $693,624,108
Total Number of Employees

18

UT Average: 12
Total Number of Accounts

2,039

UT Average: 1,115
Average Account Size

$202,966

UT Average: $622,084

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christopher Light Work History

Christopher has 13 years of experience.

2018 - Present (1 year)

Foresight Wealth Management

2018 - Present (1 year)

Purshe Kaplan Sterling Investments

2012 - 2018 (6 years)

Lefavi Wealth Management

2005 - 2018 (13 years)

Bruce A. Lefavi Securities, Inc

Disclosures

Christopher Light has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foresight Wealth Management, LLC

David Allred
Draper, UT
Christopher Light
Draper, UT
Thomas Baird
Draper, UT

This content was compiled from the SEC and FINRA.

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