Lucia Wealth Management, LLC

Lucia Wealth Management, LLC (CRD# 330654) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.luciawealthmanagement.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Lucia Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cullan Duke, financial advisor Mobile AL
Cullan B. Duke
CRD#: 7892958
Mobile, AL

Cullan Duke (CRD# 7892958) is an Investment Advisor Representative working at Lucia Wealth Management, LLC in Mobile, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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