Lighting your way toward financial security

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Lighting your way toward financial security

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Home
About Us
- Lighthouse Financial & Tax
- James D. Kersey
Our Services
Insight
Contact Us
- Getting Started
- Client Portal
Get in Touch

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Thank you for making a reservation. We look forward to seeing you at the event!

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Lighthouse Financial & Tax and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by this representative or Lighthouse Financial & Tax.

CA Insurance License #0590787

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security.

The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

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