Lucia Capital Group encompasses a family of companies across multiple financial service businesses. Through its subsidiaries and affiliates, Lucia Capital Group offers a range of investment options and wealth advisory services, including asset management, investment platform management, and product origination.
Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC, and a subsidiary of Lucia Capital Group. Registration with the SEC does not imply a certain level of skill or training. Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed. Check the background of this firm on FINRA's BrokerCheck.
Insurance services offered through Lucia Insurance Services, California insurance license #0H40817.