A retirement planning seminar at the Embassy Suites in Portland.
About Lucia Capital Group
Lucia Capital Group encompasses a family of companies across multiple financial service businesses. Through its subsidiaries, Lucia Securities, LLC and Lucia Wealth Services; and affiliate, Lucia Capital Management, LLC, 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 Wealth Services, a Registered Investment Advisor, are also Registered Representatives of, and offer securities through, Lucia Securities, LLC, a registered Broker/Dealer, member FINRA/SIPC. Lucia Wealth Services and Lucia Securities, LLC are wholly owned subsidiaries of Lucia Capital Group. Lucia Capital Management is a Registered Investment Advisor and is under common ownership with Lucia Securities, LLC.