Inactive

Robert George Mcdaniel

Lighthouse Financial Services Inc

Claim This Profile

Current Employers

Lighthouse Financial Services Inc

3070 Saturn Street Suite 101, Brea, CA 92821 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2021-03-16
TX	RA	APPROVED_RES	2021-01-28
CA	RA	APPROVED	1998-11-04

NE RA
APPROVED

Since 2021-03-16
TX RA
APPROVED_RES

Since 2021-01-28
CA RA
APPROVED

Since 1998-11-04

Branch Locations

3000 E. Birch Street, Suite 107, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lighthouse Financial Service, Inc	Brea	CA	03/1998	Present

03/1998 → Present

Lighthouse Financial Service, Inc

Brea, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-10-20
S63	Uniform Securities Agent State Law Examination	1998-05-11

S65 Uniform Investment Adviser Law Examination

1998-10-20
S63 Uniform Securities Agent State Law Examination

1998-05-11

View on SEC IAPD

Other Firms

INVESTLINC WEALTH SERVICES

LPL FINANCIAL LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

OSAIC WEALTH, INC.

MINISTRY PARTNERS SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

U.S. BANCORP ADVISORS, LLC

Other Investors

RICK RONALD EMMETT

WEST ALAN COHAN

HUAN-BIN ERIC LEE

ANNA LAURA DIAZ

CHRISTOPHER RAYA SCIARRA

KEVIN OWEN SIMON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA

MORGAN STANLEY · Brea, CA

LPL FINANCIAL LLC · BREA, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA

LPL FINANCIAL LLC · Brea, CA

OSAIC WEALTH, INC. · BREA, CA

MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

More in Brea, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor