Matthew
Page
Lucas Group Financial Planners, Inc
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About this Advisor
Matthew Page is a certified financial planner based out of Sacramento, California with a total of 9 years of industry experience. Page is an employee of Lucas Group Financial Planners, Inc. Their career trajectory has included roles at Avisen Securites Inc, Nfp Securities Inc, Capital Planning Advisors, Securities Service Network, Inc and Lucas Group Financial Planners, Inc. Page has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California. Lucas Group Financial Planners, Inc is an advisory company that has its headquarters in Sacramento, CA. The company has just five advisors. It handles $250 million in total assets between its 786 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 786 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. Lucas Group Financial Planners, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Lucas Group Financial Planners, Inc can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lucas Group Financial Planners, Inc Brokerage Details
$250,199,601
5
786
$318,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Page Work History
Matthew has been registered as a financial advisor for 9 years.*
Lucas Group Financial Planners, Inc
Avisen Securites Inc
Capital Planning Advisors
Securities Service Network, Inc
Nfp Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Page to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lucas Group Financial Planners, Inc
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
