About Lucia Securities
Lucia Securities is a Financial Services company based in San Diego (United States) founded in 2011, and was acquired by LPL Financial in April 2020. Diversified investment management services are offered by Lucia Securities. Its chief executive, as recorded, is Raymond J Lucia. Its focus areas include Asset Management and Diversified. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Lucia Securities was established in 2011 and is based in San Diego, United States. Operations are centered on the investment management sector, where a range of strategies is applied to handle client assets. Portfolio diversification is emphasized through various financial instruments and advisory services. The firm is led by CEO Raymond J. Lucia, with activities focused on domestic markets.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial Services
- Website luciasecurities.com
- Social LinkedIn
- Acquired by LPL Financial (Apr 2020)
- Investors
- Acquired byLPL Financial
(Apr 2020)
Investors in Lucia Securities
Lucia Securities has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Lucia Securities
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People of Lucia Securities
1 people are tracked at Lucia Securities (1 in leadership).
| Name | Role | Group |
|---|---|---|
Raymond J Lucia | CEO | Leadership |
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Timeline of Lucia Securities
2 dated milestones of Lucia Securities across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Lucia Securities is founded.
- Exit Acquired by LPL Financial.
Competitors of Lucia Securities
Lucia Securities has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Lucia Securities
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Top companies in Asset Management
3 companies that operate in the same segment as Lucia Securities (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Lucia Securities
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Frequently Asked Questions about Lucia Securities
Lucia Securities was founded in 2011.
Lucia Securities is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Raymond J Lucia is the CEO of Lucia Securities, as recorded in our data.
Lucia Securities was established in 2011 and is based in San Diego, United States. Operations are centered on the investment management sector, where a range of strategies is applied to handle client assets. Portfolio diversification is emphasized through various financial instruments and advisory services. The firm is led by CEO Raymond J. Lucia, with activities focused on domestic markets.
Lucia Securities's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Lucia Securities has 1 investor. Key investors include LPL Financial.
Yes. Lucia Securities was acquired by LPL Financial in April 2020.