GM
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
Livingston, MT
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 →Other Business Activities
Gabrial works as a bartender at Montana Rib and Chop House for 30 hours a week during non-market hours. This activity is not investment related.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
December 2023 - Present · 2 yrs 1 mo
State Registrations2 states
MTWA
Advisor
Exams
No exam information available for this advisor.