Lucia Wealth Services LLC
Legal Name: LUCIA WEALTH SERVICES, LLC
Full Contact Details
Lucia Wealth Services LLC
13520 EVENING CREEK DRIVE, N., SUITE 300, SAN DIEGO, CA
800-644-1150
858-519-8931
Other Info
Lucia Wealth Services LLC, a CA Limited Liability Company, employs 75 individuals, 26 of whom work in advisory positions, catering to a clientele of 88. The firm's SEC status is Approved, with a registration date of Feb 8, 2010.
Financial Planning, Retirement, and Investing » Lucia Capital Group
Your future. Managed. Lucia Capital Group is a San Diego based financial and retirement income planning firm. Meet with one of our financial advisors today!
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(800) 644-1150 Manage Your Future Client Access How We Help You Financial Planning Investing for Your Future Managing Your Retirement Income Managing Your Risk Wealth Education Articles and Videos Events Podcast: Managing Your Financial Future About Lucia Capital Group Meet the Team Locations Career…
Direct Owners
-
JOSEPH PAUL LUCIA
PRESIDENT owns more than 10% but less than 25%
-
LUCIA CAPITAL GROUP, LLC
LLC owns 75% or more
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RAYMOND JOSEPH LUCIA
MANAGING MEMBER/ CHAIRMAN owns 75% or more
-
VIKTORIA IRENA PALERMO
CHIEF COMPLIANCE OFFICER owns less than 5%
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