Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kenneth Adams is a financial advisor with Lighthouse Wealth Management, LLC located in Camp Hill, PA. James is a Certified Financial Planner and Chartered Financial Analyst. James has been in the financial services industry since 2009. James has experience in providing financial advice to individuals, high net worth individuals, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/02/2022 - Present
Lighthouse Wealth Management, LLC (CAMP HILL PA)
NC
01/06/2012 - 04/05/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (WINSTON SALEM NC)
NC
08/30/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WINSTON SALEM NC)
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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