Michael
Lucia
Brokers International Financial Services, LLC
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About this Advisor
Michael Lucia is a financial advisor based in San Diego, California, working with Brokers International Financial Services, LLC. Michael has previously held positions at H. Beck, Inc and Brokers International Financial Services, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Brokers International Financial Services, LLC, which operates out of San Diego, California. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$2,000,456,128
260
11,566
$172,960
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Lucia Work History
Brokers International Financial Services, LLC
H. Beck, Inc
Disclosures
Please visit the SEC profile of Michael Lucia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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