Terrance
Keyes

Lucia Capital Group

CRD#1174158
Investment Advisor
in San Diego, CA
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About this Advisor

Terrance Keyes is an advisor whose office is in San Diego, California. Currently a registered investment advisor at Lucia Capital Group, they have accrued 11 years of work experience. Keyes holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Keyes can serve clients in California, Washington, Colorado and Oregon. Throughout their career, Keyes has worked at Aig American General Life, American General Equity Services Corporation, First Allied Securities, Inc, Raymond J Lucia Companies, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Lucia Capital Group is based out of San Diego, California, and operates out of 22 offices in the nation. In total, Lucia Capital Group oversees $1 billion in assets dispersed across 3,727 accounts and employs more than 46 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 1,029 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lucia Capital Group provides 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 63, Series 65, Chartered Financial Consultant

Years of Experience

11 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

$1,290,078,717

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

Terrance Keyes Work History

Terrance has 11 years of experience.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2009 - 2010 (1 year)

Raymond J Lucia Companies, Inc

2008 - 2008 (< 1 year)

American General Equity Services Corporation

2008 - 2011 (3 years)

First Allied Securities, Inc

2007 - 2008 (1 year)

Aig American General Life

Disclosures

Terrance Keyes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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