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).
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Total Assets Under Management387MILLION
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Total Number of Accounts1,072ACCOUNTS
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Average Account Value$361,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AR, AZ, CA, CO, DE, HI, MA, MD, MT, NC, NE, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA
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.
Robert McDaniel (CRD# 3028236) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 26 years of experience in the finance industry.
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.
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.