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Network

Network

The Financial Services Network

At-A-Glance

309

FINANCIAL ADVISORS

When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future.

Lighthouse Strategic Advisors leverages the supplementary capabilities of The Network’s Registered Investment Advisor (RIA), Strategic Wealth Advisors Group, LLC. A Registered Investment Advisor is a professional advisory firm that offers personalized financial advice to clients.

In addition, Lighthouse Strategic Advisors partners with The Financial Services Network’s Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced team.

17 BILLION

ADVISORY & BROKERAGE

1984

FOUNDED IN

309

FINANCIAL ADVISORS

34

NUMBER OF EMPLOYEES

5

KOLBE CERTIFIED COACHES*

*The Kolbe certification signifies that certified team members have the knowledge and insight to use Kolbe Indexes and software to identify people’s natural talents and help individuals and organizations utilize those talents.

Team Member Registrations

SERIES 7 - 15
SERIES 65/66 - 12
SERIES 24 - 8
CA INSURANCE - 8
SERIES 53 - 5
SERIES 4 - 3

Academic Degrees & Professional Certifications

  • MBA
  • MS
  • CFA®
  • CIMA®
  • CFP®
  • AIF®
  • AIFA®