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Michael Robert Verity

LIGHTHOUSE FINANCIAL SERVICES INC·BREA, California
Unclaimed Profile
3070 SATURN STREET, BREA, CA 92821CRD# 5848445Firm CRD# 110367
01

About

Michael Robert Verity is a registered financial advisor based in BREA, California, affiliated with LIGHTHOUSE FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LIGHTHOUSE FINANCIAL SERVICES INC
LIGHTHOUSE FINANCIAL SERVICES INC
AUM
$387M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5848445
Firm CRD# 110367
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Robert Verity offer?
Michael Robert Verity specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BREA, California for a consultation.
What are Michael Robert Verity's credentials?
Michael Robert Verity is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Robert Verity located?
Michael Robert Verity is based in BREA, California, working with LIGHTHOUSE FINANCIAL SERVICES INC. Their office serves clients in the BREA metropolitan area and surrounding communities.
How does Michael Robert Verity charge for services?
Michael Robert Verity'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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Other advisors in BREA
George Dale Mcdaniel — LIGHTHOUSE FINANCIAL SERVICES INCRobert George Mcdaniel — LIGHTHOUSE FINANCIAL SERVICES INCMorris Antoine Boladian — CML WEALTH MANAGEMENT, LLCDavid Earle Sweet — DES FINANCIAL GROUP, LLCShaun James Sackett — SACKETT WEALTH ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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