AW
Aaron Wade
from Lighthouse Financial Management, LLC
Aaron Wade is a financial advisor based in Rhode Island, Westerly,
with 18 years of experience. Aaron currently works for
Lighthouse Financial Management, LLC.
Aaron maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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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Aaron Wade works at Lighthouse Financial Management, LLC
Lighthouse Financial Management, LLC is a financial advisory firm based in Westerly, Rhode Island. It currently has approximately $157,682,002 of assets under management and employs about 3 people. Lighthouse Financial Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
85 Beach Street, Building D, Westerly, Rhode Island, 2891
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