About Lucia Securities
Lucia Securities is a company based in San Diego (United States) founded in 2011 was acquired by LPL Financial in April 2020. Lucia Securities operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
- Headquarter San Diego, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Acquired by
LPL Financial
(Apr 28, 2020)
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Funding Insights of Lucia Securities
Detailed funding history for Lucia Securities
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Investors in Lucia Securities
Lucia Securities has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
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Stock brokerage and financial advisory services are provided to investors.
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Investor details for Lucia Securities
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Lucia Securities
Investment portfolio details for Lucia Securities
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Financial Statements - Lucia Securities
Detailed financials for Lucia Securities
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Lucia Securities Comparisons
Peer comparison for Lucia Securities
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Competitors of Lucia Securities
Lucia Securities operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
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AI-powered market intelligence and search platform is operated.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Detailed competitors of Lucia Securities
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
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Latest news on Lucia Securities
Complete news archive for 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 current CEO of Lucia Securities.
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, Investec and AlphaSense.
Lucia Securities has 1 investor. Key investors include LPL Financial.