Lighthouse Financial Services Inc.

Lighthouse Financial Services Inc. (CRD# 110367) is a financial advisory firm headquartered in Brea, CA. They manage $347,160,859 in 1,003 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    1,003
    ACCOUNTS
  • Average Account Value
    $346,122
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, CO, DE, HI, MA, MD, MT, NC, NE, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA

Financial Advisors at Lighthouse Financial Services Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Dustin F. Burns
CRD#: 5255406
3070 Saturn Street, Suite 101, Brea, CA 92821

Dustin Burns (CRD# 5255406) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has 1 year of experience in the finance industry. Dustin Burns 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
Jayce A. Lowe
CRD#: 6036668
3070 Saturn Street, Suite 101, Brea, CA 92821

Jayce Lowe (CRD# 6036668) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 7 years of experience in the finance industry.

3
Danae M. McDaniel
CRD#: 6417441
3070 Saturn Street, Suite 101, Brea, CA 92821

Danae McDaniel (CRD# 6417441) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 6 years of experience in the finance industry.

4
Robert G. McDaniel
CRD#: 3028236
3000 E. Birch Street, Suite 107, Brea, CA 92821

Robert McDaniel (CRD# 3028236) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 23 years of experience in the finance industry.

5
Christopher B. Soukup
CRD#: 5414513
3070 Saturn Street, Suite 101, Brea, CA 92821

Christopher Soukup (CRD# 5414513) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 13 years of experience in the finance industry.

6
Michael R. Verity
CRD#: 5848445
3070 Saturn Street, Suite 101, Brea, CA 92821

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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