Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Lucia is a financial professional with over 30 years of experience in the financial services industry. He is a registered Investment Advisor Representative in California and Texas, holding Series 65 and Series 22 licenses. Robert Joseph Lucia is currently affiliated with Andrews, Lucia Wealth Management LLC, located in Danville, California. His primary area of focus is providing comprehensive financial planning and portfolio management services to individuals and corporations. He is also a partner at Andrews, Lucia & Company, LLP, an accounting firm based in San Mateo, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
CA
07/10/2024 - Present
Andrews, Lucia Wealth Management LLC (DANVILLE CA)
NA
05/20/1985 - 08/10/1987
VESTEQ SECURITIES CORPORATION
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Robert Lucia is the right advisor for you? Invested Better is here to help.
