![Dave Lightner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dave Lightner
Chief Executive Officer at FSM Wealth Advisors LLC
Dave Lightner active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 15/04/2018 | - |
Founder | 15/04/2018 | - |
Career history of Dave Lightner
Former positions of Dave Lightner
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | - | 30/05/2007 |
Training of Dave Lightner
Ashland University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Dave Lightner
- Experience