Michael Verity, financial advisor Brea CA

Michael Verity

CRD Number: 5848445
Current Firm: Lighthouse Financial Services Inc.

Michael Verity (CRD# 5848445) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lighthouse Financial Services, Inc. Brea, CA Sep 2010 - Current 13

Michael Verity has no recent exams reported.
Contact Info for Michael R. Verity
Phone Number: 714-572-8900
Registered State(s):
  • AZ
  • CA
  • HI
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    387
    MILLIONS
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $361,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, DE, HI, MA, MD, MT, NC, NE, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA

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