Lighthouse Advisory Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

12718 Shadowline St, Poway, California, ...

Phone Number

(858) 842-4183

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lighthouse Advisory Services

Lighthouse Advisory Services Inc specializes in providing tailored financial services including retirement planning, estate management, investment strategies, insurance, and tax assistance. The company focuses on building long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. With a team of experienced professionals, they aim to guide clients through various life transitions while emphasizing trust, honesty, and integrity. Their client-centered approach ensures that each strategy is customized to meet the unique needs and goals of their clients.Explore more
Popular SearchesLighthouse Advisory Services Inclighthouseadvisoryinc.comSIC Code 62,628NAICS Code 52,523Show more

Lighthouse Advisory Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lighthouse Advisory Servi...

<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
JL
John LedfordFounder & CEO
<$5M
1-10
Private
-
-
DL
Derrick LoweryManaging Principal and Financial Advisor
<$5M
1-10
Private
-
-
DX
David XiFounder & Managing Director
<$5M
1-10
Private
-
2014
RH
Richard HarperManaging Member
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Lighthouse Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lighthouse Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lighthouse Advisory Services.

Lighthouse Advisory Services Tech Stack

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Frequently Asked Questions Regarding Lighthouse Advisory Services

What is Lighthouse Advisory Services's official website?
Lighthouse Advisory Services's official website is www.lighthouseadvisoryinc.com
What is Lighthouse Advisory Services's Revenue?
Lighthouse Advisory Services's revenue is <$5 Million
What is Lighthouse Advisory Services's SIC code?
Lighthouse Advisory Services's SIC: 62,628
What is Lighthouse Advisory Services's NAICS code?
Lighthouse Advisory Services's NAICS: 52,523
How many employees does Lighthouse Advisory Services have?
Lighthouse Advisory Services has 1-10 employees
What industry does Lighthouse Advisory Services belong to?
Lighthouse Advisory Services is in the industry of: Finance, Insurance, Securities Trading
What is Lighthouse Advisory Services competition?
Lighthouse Advisory Services top competitors include: Brookwood Wealth Advisors, Fmgsuite, Bethel Wealth Guardians, FS Group
What technology does Lighthouse Advisory Services use?
Some of the popular technologies that Lighthouse Advisory Services uses are: Cloudflare Website Optimization, Microsoft Dynamics CRM, Microsoft 365, Google Tag Manager
How do I contact Lighthouse Advisory Services?
Lighthouse Advisory Services contact info: Phone number: (858) 842-4183 Website: www.lighthouseadvisoryinc.com
What does Lighthouse Advisory Services do?

Lighthouse Advisory Services Inc specializes in providing tailored financial services including retirement planning, estate management, investment strategies, insurance, and tax assistance. The company focuses on building long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. With a team of exp... erienced professionals, they aim to guide clients through various life transitions while emphasizing trust, honesty, and integrity. Their client-centered approach ensures that each strategy is customized to meet the unique needs and goals of their clients.Read More

Is Lighthouse Advisory Services a public company?
Lighthouse Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Lighthouse Advisory Services

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