William
Pandiani
Lighthouse Wealth Strategies, LLC
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About this Advisor
William Pandiani is a financial advisor based in Gig Harbor, Washington, working with Lighthouse Wealth Strategies, LLC. William has previously held positions at Valic Financial Advisors, Lighthouse Wealth Strategies, Sowell Management Services, and Veritas Independent Partners. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, William 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
Services Offered
Fee Structure
Office Location
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Lighthouse Wealth Strategies, LLC Brokerage Details
$636,643,527
11
1,825
$348,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Pandiani Work History
Veritas Independent Partners
Lighthouse Wealth Strategies
Sowell Management Services
Valic Financial Advisors
Disclosures
Please visit the SEC profile of William Pandiani 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
Livingston, MT
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
Gig Harbor, WA
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