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James Kenneth Adams

Lighthouse Wealth Management, LLC

Camp Hill, PA

CRD 5971737

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Employer firm

Lighthouse Wealth Management, LLC CRD 307529

$247M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lighthouse Wealth Management, Llc

210 Grandview Avenue, Camp Hill, PA 17011 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-02
  • PA RA
    APPROVED
    Since 2022-09-02

Branch Locations

210 Grandview Avenue, Camp Hill, PA 17011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James Adams-Sole Proprietor Durham NC 07/2009 12/2018
Mighty Oak Strong America Investment Company Mechanicsburg PA 06/2016 10/2020
Advisory Services Network, Llc Atlanta GA 11/2020 08/2022
Lighthouse Wealth Management Camp Hill PA 08/2022 Present
  • 07/2009 → 12/2018
    James Adams-Sole Proprietor
    Durham, NC
  • 06/2016 → 10/2020
    Mechanicsburg, PA
  • 11/2020 → 08/2022
    Advisory Services Network, Llc
    Atlanta, GA
  • 08/2022 → Present
    Lighthouse Wealth Management
    Camp Hill, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-12
  • S63 Uniform Securities Agent State Law Examination
    2011-09-12
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • James Kenneth Adams

View on SEC IAPD

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