Lighthouse Financial Services Inc.

Lighthouse Financial Services Inc. (CRD# 110367) is a financial advisory firm headquartered in Brea, CA. They manage $216,415,758 in 812 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    812
    ACCOUNTS
  • Average Account Value
    $266,522
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, DE, HI, MT, NC, NV, OR, TX

Financial Advisors at Lighthouse Financial Services Inc.
Showing 1 - 7 of 7 top financial advisors.
1
George D. McDaniel
CRD#: 2257060
3000 E Birch Street, Suite 107, Brea, CA 92821
93
Wealthminder
score

George McDaniel (CRD# 2257060) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 24 years of experience in the finance industry. George McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert G. McDaniel
CRD#: 3028236
3000 E. Birch Street, Suite 107, Brea, CA 92821
93
Wealthminder
score

Robert McDaniel (CRD# 3028236) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 18 years of experience in the finance industry.

3
Brandon M. Wren
CRD#: 5888361
3070 Saturn Street, Suite 101, Brea, CA 92821
93
Wealthminder
score

Brandon Wren (CRD# 5888361) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 5 years of experience in the finance industry.

4
Michael R. Verity
CRD#: 5848445
3070 Saturn Street, Suite 101, Brea, CA 92821
90
Wealthminder
score

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.

5
Natalie R. Young
CRD#: 5595202
3070 Saturn Street, Suite 101, Brea, CA 92821
90
Wealthminder
score

Natalie Young (CRD# 5595202) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 4 years of experience in the finance industry.

6
Alexander Efros
CRD#: 5957151
3070 Saturn Street, Suite 101, Brea, CA 92821
88
Wealthminder
score

Alexander Efros (CRD# 5957151) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 2 years of experience in the finance industry.

7
Danae M. Stewart
CRD#: 6417441
3070 Saturn Street, Suite 101, Brea, CA 92821
87
Wealthminder
score

Danae Stewart (CRD# 6417441) 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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