Ronald
Barton

Lighthouse Wealth Strategies, LLC

CRD#2191276
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Ronald Barton is a financial advisor based in Gig Harbor, Washington, working with Lighthouse Wealth Strategies, LLC. Ronald has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Sowell Management Services, Veritas Independent Partners, and Lighthouse Wealth Strategies. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Ronald is part of Lighthouse Wealth Strategies, LLC, which operates out of Gig Harbor, Washington. The firm has 11 employees and manages assets totaling $636.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Lighthouse Wealth Strategies, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3312 Rosedale St Suite 201
Gig Harbor, WA 98335

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Lighthouse Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$636,643,527

WA Average: $3,566,627,242
Total Number of Employees

11

WA Average: 46
Total Number of Accounts

1,825

WA Average: 1,499
Average Account Size

$348,846

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ronald Barton Work History

2018 - Present (6 years)

Veritas Independent Partners

2017 - Present (7 years)

Sowell Management Services

2017 - Present (7 years)

Lighthouse Wealth Strategies

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Ronald Barton 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 Strategies, LLC

Gabrial Mathews
Livingston, MT
Ronald Barton
Gig Harbor, WA
Karsten Caviezel
Gig Harbor, WA
Kelly Caviezel
Gig Harbor, WA
William Pandiani
Gig Harbor, WA
Megan Hayes
Gig Harbor, WA

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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