Unclaimed Profile

George Dale Mcdaniel

LIGHTHOUSE FINANCIAL SERVICES INC·BREA, California

Series 7, Series 24, Series 63Clean record27 years registeredLIGHTHOUSE FINANCIAL SERVICES INC

3070 SATURN STREET, BREA, CA 92821CRD# 2257060Firm CRD# 110367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Dale Mcdaniel · BREA, CA

Registration

CRD #2257060 · LIGHTHOUSE FINANCIAL SERVICES INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIGHTHOUSE FINANCIAL SERVICES INC

LIGHTHOUSE FINANCIAL SERVICES INC

Nov 1998 – Sep 2020

BREA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · November 4, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE FINANCIAL SERVICES INC

CRD 110367 · SEC 801-55848

AUM

$387M

Regulatory assets under management

Employees

1,072 client accounts

Services offered by LIGHTHOUSE FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LIGHTHOUSE FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does George Dale Mcdaniel offer?

George Dale Mcdaniel specializes in Financial Planning, Investment Management, Wealth Management.

What are George Dale Mcdaniel's credentials?

George Dale Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Dale Mcdaniel located?

George Dale Mcdaniel is based in BREA, California, last registered with LIGHTHOUSE FINANCIAL SERVICES INC.

How does George Dale Mcdaniel charge for services?

George Dale Mcdaniel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE FINANCIAL SERVICES INC?

LIGHTHOUSE FINANCIAL SERVICES INC has approximately 7 employees and manages $387M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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