Lucia Capital Group
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About this Advisor
Janean Stripe is a certified financial planner who works in San Diego, California, with a total of 22 years of financial industry experience. Stripe is on the advisory team at Lucia Capital Group. The advisor has gained experience at Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Stripe has a Series 63 license, designating them as a securities representative, and is approved to work in California and Texas. Lucia Capital Group is a financial advisory firm that has its headquarters in San Diego, California. The firm has offices in 22 locations and a total of 46 employees. It manages $1 billion in total assets among its 3,727 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 3,727 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lucia Capital Group performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on the financial services offered. Fee types charged by Lucia Capital Group 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
Janean Stripe Work History
Janean has 22 years of experience.
Lucia Securities, LLC
Rjl Wealth Management, LLC
First Allied Securities, Inc
Raymond J. Lucia Companies, Inc
Janean Stripe has disclosures.
Please visit their SEC profile for more details.