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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
2,034 clients
Average Client Portfolio
$351K average
Assets Under Management
$713.5M
Fee Structure
This brochure supplement provides information about Martin Edward Paul. Refer to the Lighthouse Wealth Strategies Brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
3312 Rosedal Street NW, Suite 201, Gig Harbor, WA, 98335
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 6 yrs 11 mos
Sowell Management
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
Lighthouse Wealth Strategies
October 2016 - October 2016 · 0 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2014 - July 2017 · 2 yrs 7 mos
Concert Wealth Management
December 2014 - January 2017 · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
April 2014 - December 2014 · 8 mos
Northwest Asset Management
February 2014 - December 2014 · 10 mos
RBC Capital Markets, LLC
April 2009 - February 2014 · 4 yrs 10 mos
RBC Capital Markets, LLC Broker
April 2009 - February 2014 · 4 yrs 10 mos
Wells Fargo Investments, LLC
October 1996 - April 2009 · 12 yrs 6 mos
Wells Fargo Investments, LLCBroker
October 1989 - April 2009 · 19 yrs 6 mos
Shearson Lehman Hutton INC.Broker
May 1985 - October 1989 · 4 yrs 5 mos
State Registrations4 states
COORTXWA
Advisor
Exams
No exam information available for this advisor.