lucia

Lucia Capital Group - Newport Beach    

Financial advising in Newport Beach, CA
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Lucia Capital Group offers clients an objective approach to retirement and financial planning. We provide clear financial advice to help clients and the ones they love most. The investment …
Lucia Capital Group offers clients an objective approach to retirement and financial planning. We provide clear financial advice to help clients and the ones they love most. The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Frequently asked questions

Q:
Is there anything I need to do?
A:
Yes. You will need to sign new account, advisory agreements, money movement and transfer paperwork in order for us to open accounts, transfer assets and continue managing...
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