Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lucia is an investment advisor representative with Andrews, Lucia Wealth Management LLC. Scott has been in the industry since October 2004. The firm is located in Danville, CA and provides services to high-net-worth individuals and corporations. The firm also provides portfolio management for individuals and businesses. Scott is a Certified Financial Planner and holds a Series 65 license. Scott is registered in 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.
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CA
11/12/2004 - Present
Andrews, Lucia Wealth Management LLC (DANVILLE CA)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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