TrueAdvisor
TrueAdvisor
GB
GB

George William Bonney

Lighthouse Wealth Strategies, LLC
40 Years of Experience
View SEC Summary
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Areas of Practice
Investment Management
Lighthouse Wealth Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
2,034 clients
Average Client Portfolio
$351K average
Assets Under Management
$713.5M

Location

3312 Rosedal Street NW, Suite 201, Gig Harbor, WA, 98335

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History

Regulatory 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.

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Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 7 yrs
Sowell Management
October 2016 - Present · 9 yrs 4 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, LLCBroker
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.