Lucia Capital Group
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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
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
Terrance Keyes Work History
Terrance has 11 years of experience.
Lucia Securities, LLC
Rjl Wealth Management, LLC
Raymond J Lucia Companies, Inc
American General Equity Services Corporation
First Allied Securities, Inc
Aig American General Life
Terrance Keyes has disclosures.
Please visit their SEC profile for more details.