Raymond J. Lucia Jr. was one of 22 CPAs age 40 and under honored by the AICPA for contributions to the areas of personal financial planning with the first annual Standing Ovation, which recognizes the ...

SAN DIEGO, July 31, 2014 /PRNewswire/ -- Lucia Capital Group ("Lucia" or "the Firm"), a family of companies spanning complementary businesses in the wealth advice, asset management, and investment ...

Lucia Capital Group’s new Rancho Bernardo headquarters and financial center in the former Pacific Western Bank is not designed to fit what many people envision when going to someone for financial ...

The former First Allied chief operations officer jumped onboard Derek Bruton’s Lucia Capital Group on Monday as president of the firm’s broker-dealer operations. Tiy O’Neal, who left First Allied in ...

Bruton makes first acquisition as CEO of Lucia Capital Group Derek Bruton didn't waste any time putting his imprint on Lucia Capital Group, striking a deal for the managed equity and fixed-income ...

Lucia Capital has appointed Tiy O’Neal as president of its broker-dealer arm, Lucia Securities. O’Neal had formerly served as chief operating officer of First Allied Securities, an independent ...

Lucia Capital has begun its expansion-through-acquisitions program that was announced when Derek Bruton joined the firm as CEO in July after leaving LPL Financial. The firm announced Thursday it is ...

They are passionate about growing the business and also having fun.” (Related: LPL Financial names William Morrissey to replace Derek Bruton) Ray Lucia Jr. is chairman of Lucia Capital Group and is ...

Your article was successfully shared with the contacts you provided. Lucia Capital Group, led by former LPL Financial (LPLA) executive Derek Bruton, says it has inked its first acquisition. On ...

Joe P. Lucia, President and Wealth Manager at Lucia Capital Group, was recently featured in the San Diego Business Journal's 2025 Wealth Management Roundtable, which highlighted key voices in the ...