Christopher
Lloyd

Lucia Capital Group

CRD#2759148
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

16 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

Christopher Lloyd Work History

Christopher has 16 years of experience.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2007 - 2011 (4 years)

First Allied Securities, Inc

2006 - 2010 (4 years)

Raymond J. Lucia Companies, Inc

2003 - Present (16 years)

Planner Resource Group, LLC

2002 - Present (17 years)

Christopher Lloyd Dba Lloyd Consulting

Disclosures

Christopher Lloyd has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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