Michael Verity has been Vice President & Chief Investment Officer of Lighthouse Financial Services since July 2013, is a control person of the firm and directly owns between 25% and 50% of it. Michael Verity holds an MBA from the University of Hawaii at Manoa and a BA in Economics & Government from Claremont McKenna College.
Lighthouse Financial Services Inc is a Brea, CA firm with $473M under management, 461 clients and 5 advisers across 5 offices, as of its January 2026 filing.
Michael Verity is Vice President and Chief Investment Officer of Lighthouse Financial Services, based in Brea, CA. He oversees the investment management department, with experience focused on security analysis, portfolio management and high net worth client service. Before joining Lighthouse he was an equity analyst and portfolio manager for East West Wealth Management and Bishop Street Capital Management in Honolulu.
- – present · 15 yearsBrea, CA · Adviser representative · Firm CRD 110367
Professional designations
Listed by Lighthouse Financial Services
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Michael Verity is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from November 2010; the most recent is Nebraska, in March 2021.
- ArizonaSince 13 December 2010
- CaliforniaSince 24 November 2010
- HawaiiSince 24 November 2010
- NebraskaSince 16 March 2021
- TexasResidentSince 8 November 2010
Examinations
No examinations are on Michael Verity’s record.
- Full name
- Michael Robert Verity
- CRD
- 5848445
- Firm
- Lighthouse Financial Services · CRD 110367
- Role
- Vice President & Chief Investment Officer
- Office
- 3070 SATURN STREET, SUITE 101, Brea, CA 92821
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lighthouselink.com
Where does Michael Verity work?
Michael Verity has been Vice President & Chief Investment Officer of Lighthouse Financial Services Inc since July 2013, and is a control person of the firm.
Is Michael Verity a financial advisor?
Yes. Michael Verity has a current investment-adviser registration in Arizona, California, Hawaii, Nebraska and Texas, through Lighthouse Financial Services since November 2010.
How many years of experience does Michael Verity have?
Michael Verity has 15 years in the financial industry, since November 2010, across 1 adviser firm.
Where is Michael Verity based?
Michael Verity’s registered office is in Brea, CA.
Is Michael Verity registered with FINRA?
No. Michael Verity has no current broker registration.
Is Michael Verity a CFA charterholder?
Lighthouse Financial Services lists Michael Verity with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Verity’s record?
Search CRD 5848445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Verity’s full registration record.
