Scot
Fairchild

Lucia Capital Group

CRD#2323211
Investment Advisor
in San Diego, CA
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About this Advisor

Scot Fairchild is a certified financial planner based out of San Diego, California, who has been in the advisory business for 22 years. Fairchild works at Lucia Capital Group. During their career, Fairchild has held roles at Aig Financial Advisors, Inc, Sagepoint Financial, Inc, Lucia Securities, LLC, Success Financial Advisors, LLC and Rjl Wealth Management, LLC. Fairchild maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Nevada and Texas. Lucia Capital Group is a registered investment company that has its headquarters in San Diego, California. The investment advisory business has offices in 22 locations and a total of 46 financial advisors. It has $1 billion in total assets across its 3,727 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 3,727 customer accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. Lucia Capital Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Lucia Capital Group likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

No

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

$1,290,078,717

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

75

CA Average: 43
Total Number of Accounts

5,963

CA Average: 3,727
Average Account Size

$216,347

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

Scot Fairchild Work History

Scot has 22 years of experience.

2012 - Present (7 years)

Lucia Securities, LLC

2012 - Present (7 years)

Rjl Wealth Management, LLC

2009 - 2012 (3 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

1996 - Present (23 years)

Success Financial Advisors, LLC

Disclosures

Scot Fairchild has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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