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Robert George Mcdaniel

LIGHTHOUSE FINANCIAL SERVICES INC·BREA, California
Series 7, Series 63, Series 65Clean record27 years registeredLIGHTHOUSE 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

LIGHTHOUSE FINANCIAL SERVICES INC
Nov 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 4, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIGHTHOUSE FINANCIAL SERVICES INC
CRD 110367 · SEC 801-55848
AUM
$387M
Regulatory assets under management
Employees
7
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 →
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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

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

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Research
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