Overview

Lucia Capital Group is a large enterprise relationship with LPL. We are seeking to grow our firm through new advisor relationships. We have both a W-2 and 1099 model and are looking for like minded financial advisors to join our firm and are also prepared to be a succession/exit strategy for advisors looking to entrust their client relationships to another firm. We have a ton of resources in the back office from portfolio management and trading to marketing and lead generation. Also, our community of advisors is special as they collaborate openly together through our internal messaging system on everything from industry trends to best practices.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...