Preston
Schumacher

Lucia Capital Group

CRD#4594199
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

13520 Evening Creek Drive, N. Suite 300
San Diego, CA 92128

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Lucia Capital Group Brokerage Details

Total Assets Under Management

$1,368,937,597

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

3,727

CA Average: 3,727
Average Account Size

$367,303

CA Average: $2,033,427

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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.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2007 - 2011 (4 years)

First Allied Securities, Inc

2006 - 2010 (4 years)

Raymond J. Lucia Companies, Inc

Disclosures

Preston Schumacher has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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