George William Bonney

Employer firm

Lighthouse Wealth Strategies, LLC CRD 299334

$844M regulatory AUM 608 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 07/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2014 → 01/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 09/2016 → Present
  Sowell Financial Services, Llc
  North Little Rock, AR
• 10/2016 → Present
  Lighthouse Wealth Strategies
  Gig Harbor, WA

Previous Registrations

• 2014-12-03 → 2017-01-03
  Concert Wealth Management
  Gig Harbor, WA
  San Jose, CA
• 2016-10-12 → 2016-10-17
  Lighthouse Wealth Strategies
  Gig Harbor, WA
• 2014-02-07 → 2014-12-03
  Northwest Asset Management
  Gig Harbor, WA
  Mercer Island, WA
• 2009-04-17 → 2014-02-28
  Rbc Capital Markets, Llc
  Tacoma, WA
• 1996-10-31 → 2009-04-27
  Wells Fargo Investments, Llc
  Tacoma, WA
  Tacoma, WA

Other Businesses

George William Bonney III is dual registered as an Investment Advisor Representative with Sowell Management Services since 09/2016. Mr. Bonney provides financial services including the transacting of a multitude of financial products for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-10
• S63 Uniform Securities Agent State Law Examination
  1985-05-31

Other Names

• George W Bonney