Lighthouse Financial Services Inc.

Lighthouse Financial Services Inc. (CRD# 110367) is a financial advisory firm headquartered in Brea, CA. They manage $387,277,196 in 1,072 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
3070 Saturn Street, Suite 101, Brea, CA 92821
https://www.youtube.com/channel/ucrhldhswdyhmk-ixw7i6olg
By the Numbers
  • Total Assets Under Management
    387
    MILLION
  • 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
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 - 4 of 4 top financial advisors.
1
Jayce Lowe, financial advisor Brea CA
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 9 years of experience in the finance industry.

2
Robert McDaniel, financial advisor Brea CA
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 25 years of experience in the finance industry.

3
Michael Verity, financial advisor Brea CA
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.

4
Christopher Soukup, financial advisor Brea CA
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 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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