Profil
Mr. David A.
Lightner, CPA, is a Chief Executive Officer & Founder at FSM Wealth Advisors LLC.
He has more than 35 years of experience in the financial industry.
Mr. Lightner was previously employed as a Senior Managing Director by MAI Wealth Advisors LLC.
He received his undergraduate degree from Ashland University.
Postes actifs de Dave Lightner
| Sociétés | Poste | Début |
|---|---|---|
FSM Wealth Advisors LLC
 FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Directeur Général | 16/04/2018 |
Anciens postes connus de Dave Lightner
| Sociétés | Poste | Fin |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
Formation de Dave Lightner
| Ashland University | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
FSM Wealth Advisors LLC
FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Finance |
