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Robert George Mcdaniel

LIGHTHOUSE FINANCIAL SERVICES INC·BREA, California
Clean recordLIGHTHOUSE FINANCIAL SERVICES INC
3070 SATURN STREET, BREA, CA 92821CRD# 3028236Firm CRD# 110367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert George Mcdaniel · BREA, CA
Registration
CRD #3028236 · LIGHTHOUSE FINANCIAL SERVICES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert George Mcdaniel 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
Introduction

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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# 3028236
Firm CRD# 110367
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert George Mcdaniel offer?
Robert George Mcdaniel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BREA, California for a consultation.
What are Robert George Mcdaniel's credentials?
Robert George Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert George Mcdaniel located?
Robert George Mcdaniel 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 Robert George Mcdaniel charge for services?
Robert George 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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Other Advisors at LIGHTHOUSE FINANCIAL SERVICES INC

George Dale Mcdaniel
BREA, CA
Michael Robert Verity
BREA, CA

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Research
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