Lucia Capital Group
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About this Advisor
Christopher Lloyd is an investment advisor in San Diego, California. Currently a registered investment advisor with Lucia Capital Group, they have accumulated 16 years of work experience as a financial advisor. Lloyd has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Lloyd is registered to advise customers based out of Arizona. Their career trajectory has included roles at Planner Resource Group, LLC, Christopher Lloyd Dba Lloyd Consulting, Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Lucia Capital Group is headquartered in San Diego, California, and operates out of 22 other brick-and-mortar locations across the nation. As a company, Lucia Capital Group manages $1 billion in assets dispersed across 3,727 client accounts and retains more than 46 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 1,029 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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
Years of Experience
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Lucia Capital Group Brokerage Details
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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
Christopher Lloyd Work History
Christopher has 16 years of experience.
Lucia Securities, LLC
Rjl Wealth Management, LLC
First Allied Securities, Inc
Raymond J. Lucia Companies, Inc
Planner Resource Group, LLC
Christopher Lloyd Dba Lloyd Consulting
Christopher Lloyd has no disclosures.
Please visit their SEC profile for more details.