LIGHTHOUSE FINANCIAL SERVICES INC

BREA, California·3 registered advisors·CRD# 110367
SEC# 801-558484714-572-8900
01

Firm Overview

AUM
$387M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIGHTHOUSE FINANCIAL SERVICES INC

3 registered advisors
George Dale Mcdaniel
BREA, California
Michael Robert Verity
BREA, California
Robert George Mcdaniel
BREA, California
05

Office Locations

BREA, California
3 advisors

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Data sourced from SEC Form ADV filings. LIGHTHOUSE FINANCIAL SERVICES INC (CRD# 110367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.