BK
CFP
BK
CFP

Barry Reuel Korb

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.0M

Fee Structure

Minimum Annual Fee:$10,000
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Location

Potomac, MD

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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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Other Business Activities

Barry is a passive, 2% owner of Susan RLD Enterprises LLC, a real estate management firm owned by his daughter. He spends minimal time on this non-investment related business.

Employment History
Current Registrations
Lighthouse Financial Planning, LLC
April 2008 - Present · 17 yrs 10 mos
State Registrations2 states
MDVA
Advisor
Exams
No exam information available for this advisor.