Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Korb is a certified financial planner and a registered investment advisor representative with Lighthouse Financial Planning, LLC. Barry has been with Lighthouse Financial Planning, LLC since 2003. Barry is registered to provide investment advice in Maryland and Virginia. Barry specializes in retirement planning, college planning, and estate planning. Barry's primary function is to be a passive partner in Susan RLD Enterprises LLC, a non-investment related private real estate management firm owned by his daughter.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Flat fee based primarily on intangible assets
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MD
08/05/2008 - Present
Lighthouse Financial Planning, LLC (POTOMAC MD)
Active
Inactive
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