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Lighthouse Wealth Strategies, LLC
SEC-regulated
Registered investment advisor
Zachary Paul is an Investment Advisor at Lighthouse Wealth Strategies, with a BS in Operations and Supply Chain Management from the University of Utah. He obtained his Series 65 certification in August 2022. Zachary has been with Lighthouse Wealth Strategies since August 2022, also working as an Investment Advisor at Sowell Management Services and Trutoro. He has no history of legal or disciplinary events that would impact his role as an investment representative. Zachary Paul is involved in Outside Business Activities, including providing financial services for clients and owning rental property. He is a founding member of Rep Gym Pass LLC, where he manages gym memberships. Zachary is supervised by Kimberly Taurman, the Chief Compliance Officer, to ensure compliance with federal and state securities laws. For more information, visit the SEC's website using Zachary Paul's CRD number 7605633.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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