Ned
Lucia
Saxon Securities LLC
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About this Advisor
Ned Lucia is a financial advisor based in South San Francisco, California, working with Saxon Securities LLC. Ned has previously held a position at Saxon Securities LLC. Ned has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ned is part of Saxon Securities LLC, which operates out of South San Francisco, California. The firm has 2 employees and manages assets totaling $186.8 million. The firm 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, as well as portfolio management for institutional clients. The fee structure at Saxon Securities LLC includes asset-based fees.
Certifications and Registrations
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Saxon Securities LLC Brokerage Details
$186,843,565
2
182
$1,026,613
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ned Lucia Work History
Saxon Securities LLC
Disclosures
Please visit the SEC profile of Ned Lucia 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 Saxon Securities LLC
South San Francisco, CA
South San Francisco, CA
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