Lighthouse Financial Services Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110367
- SEC number
- 801-55848
- Firm type
- RIA
- Assets under management
- $472.5M as of Jan 22, 2026
- Website
- www.youtube.com/channel/UCrhLdHswDyhMk-ixw7i6olg ↗
- Phone
- 714-572-8900
- Address
- 3070 Saturn Street, Brea, CA, 92821
Advisors at this firm
4 in our index · page 1 of 1
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Jayce Alan LoweCRD 6036668 · Brea, CAIA RegisteredRegistration inactive
-
Robert George McdanielCRD 3028236 · Brea, CAIA Registered
-
Christopher Brian SoukupCRD 5414513 · Brea, CAIA RegisteredRegistration inactive
-
Michael Robert VerityCRD 5848445 · Brea, CAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110367 ↗
FINRA BrokerCheck record for firm CRD 110367 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.