WP
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 Rosedale St, Suite 201, Gig Harbor, WA, 98335
Get directionsRegulatory History (1)
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Employment Separation After Allegations
May 2017Other Business ActivitiesSells Insurance
William is a Registered Representative with Veritas Independent Partners, providing financial advice on annuities. He spends a few hours per week on this activity.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Veritas Independent Partners, LLC Broker
March 2018 - December 2021 · 3 yrs 9 mos
Sowell Management
November 2017 - November 2020 · 3 yrs
VALIC Financial Advisors, INC.
June 2007 - May 2017 · 9 yrs 11 mos
VALIC Financial Advisors, INC. Broker
February 2007 - May 2017 · 10 yrs 3 mos
State Farm Vp Management CORP.Broker
December 2005 - January 2007 · 1 yr 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.