Robert Lucia, financial advisor Danville CA

Robert Lucia

CRD Number: 1363878
Current Firm: Andrews, Lucia Wealth Management LLC

Robert Lucia (CRD# 1363878) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in Danville, CA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Andrews, Lucia Wealth Management LLC San Mateo, CA Apr 2004 - Current 19
Andrews, Lucia & Company, LLP San Mateo, CA Jan 1981 - Current 43
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert J. Lucia
Phone Number: 925-837-8355
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    456
    MILLIONS
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $713,727
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NV, TX

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