Timothy
Shea

Lucia Capital Group

CRD#2110538
Investment Advisor
in San Diego, CA
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About this Advisor

Timothy Shea is a certified financial planner operating out of San Diego, California, who has been in the industry for 10 years. Shea works at Lucia Capital Group. During their career, Shea has held roles at First Allied Securities, Inc, Raymond J. Lucia Companies, Inc, Rjl Wealth Management, LLC and Lucia Securities, LLC. Shea has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Lucia Capital Group is a registered investment business that has its headquarters in San Diego, California. The firm has offices in 22 locations and a total of 46 employees. It manages $1 billion in total assets among its 3,727 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 3,727 accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lucia Capital Group offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees charged by Lucia Capital Group can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Timothy Shea Work History

Timothy has 10 years of experience.

2011 - Present (8 years)

Lucia Securities, LLC

2010 - Present (9 years)

Rjl Wealth Management, LLC

2008 - 2011 (3 years)

First Allied Securities, Inc

2008 - 2010 (2 years)

Raymond J. Lucia Companies, Inc

Disclosures

Timothy Shea has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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