Brandon
Hibdon

Lucia Capital Group

CRD#5522028
Investment Advisor
in San Diego, CA
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About this Advisor

Brandon Hibdon is a certified financial planner based in San Diego, California. Currently a registered advisor at Lucia Capital Group, Hibdon has 10 years of professional experience as a financial advisor. Hibdon has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Hibdon is able to serve investors based out of California. Their career trajectory has included roles at Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Lucia Capital Group is based out of San Diego, California, and operates out of 22 locations throughout the nation. In total, Lucia Capital Group oversees $1 billion in assets dispersed across 3,727 client accounts and employs more than 46 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 1,029 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lucia Capital Group offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

13520 Evening Creek Drive, N. Suite 300
San Diego, CA 92128

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Lucia Capital Group Brokerage Details

Total Assets Under Management

$1,368,937,597

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

3,727

CA Average: 3,727
Average Account Size

$367,303

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brandon Hibdon Work History

Brandon has 10 years of experience.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2009 - 2011 (2 years)

First Allied Securities, Inc

2008 - 2010 (2 years)

Raymond J. Lucia Companies, Inc

Disclosures

Brandon Hibdon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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