TrueAdvisor
TrueAdvisor
MH
MH

Megan Anne Hayes

Lighthouse Wealth Strategies, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
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 Rosedale St, 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
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2017 - September 2022 · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2017 - September 2022 · 4 yrs 9 mos
UBS Financial Services INC.
June 2012 - December 2017 · 5 yrs 6 mos
UBS Financial Services INC.Broker
January 2012 - December 2017 · 5 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.