Lucia Capital Group
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About this Advisor
Preston Schumacher is a certified financial planner and chartered financial consultant whose office is in San Diego, California. Currently a registered financial advisor at Lucia Capital Group, they have gathered 12 years of professional experience as a financial advisor. Schumacher has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Schumacher can serve investors in California, Oregon, Texas and Washington. Their career trajectory has included roles at 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 additional offices throughout the country. In aggregate, Lucia Capital Group oversees $1 billion in assets throughout 3,727 client accounts and retains more than 46 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 1,029 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Lucia Capital Group can provide 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
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
Preston Schumacher Work History
Preston has 12 years of experience.
Lucia Securities, LLC
Rjl Wealth Management, LLC
First Allied Securities, Inc
Raymond J. Lucia Companies, Inc
Preston Schumacher has disclosures.
Please visit their SEC profile for more details.