Unclaimed
Brian Buskirk is an investment advisor representative at Sowell Management, and Lighthouse Wealth Strategies, LLC. Brian has been in the industry since 1983. Brian has experience in investment advisory services, financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WA
10/17/2016 - Present
Sowell Management (Gig Harbor WA)
WA
03/02/1998 - 08/27/2012
RBC CAPITAL MARKETS, LLC (GIG HARBOR WA)
NA
07/18/1986 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NA
06/22/1983 - 07/23/1986
BOETTCHER & COMPANY, INC.
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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