Brian Randall is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in North Little Rock, AR, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Wealth Strategies charges an annual fee for managing your investments, ranging from 0.00% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated based on the value of your account on the last day of the previous quarter and is billed quarterly in advance. The fee is negotiable based on your individual circumstances. Family members' accounts may be combined to potentially lower the fee.
Location
5320 Northshore Drive, North Little Rock, AR, 72118
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2002Customer Dispute
April 2001Customer Dispute
September 1999Customer Dispute
April 1993Other Business Activities
Brian is a partner in Sukai, LLC, related to yacht ownership, requiring minimal time. He is also a board member of Ark Institute for Learning, a non-profit school, dedicating minimal time and spends nearly full-time providing investment advisory services through Sowell Management Services.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Sowell Management
Previous Registrations
Northwest Asset Management
RBC Capital Markets, LLC
Wells Fargo Investments, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.