What is Lucia Securities, LLC's NAICS code?

Lucia Securities, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Independent broker/dealer Lucia Securities operates as a San Diego-based broker/dealer focused on empowering independent financial professionals, presenting a sales opportunity to offer support services, product platforms, and back-office solutions that help their network scale.

Growth through assets Recent asset inflows and onboarding of advisory and brokerage assets indicate a demand for integrated asset management solutions, conversion services, and technology tools to optimize onboarding, compliance, and client reporting.

Tech footprint Their tech stack includes web and analytics tools (jQuery, Modernizr, PHP, Google Analytics) suggesting openness to modern, scalable fintech integrations; there is a chance to propose next generation CRM, data integration, and marketing automation to improve digital engagement.

Service-led differentiation A emphasis on unrivaled service and collaboration across a professional network signals opportunities to pitch relationship-based platforms, practice-management software, and enterprise-grade support services tailored for independent advisors.

Competitive landscape Operating alongside large, well-capitalized incumbents in financial services, Lucia Securities could benefit from cost-efficient tech enablement, white-label solutions, and advisory platforms that help level the playing field and attract more independent professionals.

Similar companies to Lucia Securities, LLC

Lucia Securities, LLC Tech Stack

Lucia Securities, LLC uses 8 technology products and services including jQuery, jQuery Migrate, Modernizr, and more. Explore Lucia Securities, LLC's tech stack below.

jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Modernizr
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
Google Analytics
Web Analytics
Apache
Web Servers
Apache HTTP Server
Web Servers

Media & News

Lucia Securities, LLC invests into assets: advisory assets and $0.6 of brokerage assets.
Total net new assets for October were $6.5 billion, which include $1.5 billion of advisory and brokerage assets from Lucia Securities, LLC that were onboarded in October, including $0.9 billion of advisory assets and $0.6 of brokerage assets.
Nov 10, 2020 | finance.yahoo.com

Lucia Securities, LLC's Email Address Formats

Lucia Securities, LLC uses at least 1 format(s):

Lucia Securities, LLC Email Formats	Example	Percentage
FLast@luciasecurities.com	JDoe@luciasecurities.com	100%

Frequently Asked Questions

What is Lucia Securities, LLC's phone number?

You can contact Lucia Securities, LLC's main corporate office by phone at

+1-800-644-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lucia Securities, LLC's official website and social media links?

Lucia Securities, LLC's official website is luciasecurities.com and has social profiles on LinkedIn.

How much revenue does Lucia Securities, LLC generate?

As of July 2026, Lucia Securities, LLC's annual revenue is estimated to be $1M - $10M.

What is Lucia Securities, LLC's SIC code NAICS code?

Lucia Securities, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Lucia Securities, LLC have currently?

As of July 2026, Lucia Securities, LLC has approximately 15 employees across 1 continents, including North America. Key team members include Lpl Registered Representative: C. L.Client Service Specialist I: M. H.. Explore Lucia Securities, LLC's employee directory with LeadIQ.

What industry does Lucia Securities, LLC belong to?

Lucia Securities, LLC operates in the Financial Services industry.

What technology does Lucia Securities, LLC use?

Lucia Securities, LLC's tech stack includes jQueryjQuery MigrateModernizrPHPYoast SEOGoogle AnalyticsApacheApache HTTP Server.

What is Lucia Securities, LLC's email format?

Lucia Securities, LLC's email format typically follows the pattern of FLast@luciasecurities.com. Find more Lucia Securities, LLC email formats with LeadIQ.

When was Lucia Securities, LLC founded?

Lucia Securities, LLC was founded in 2011.

Lucia Securities, LLC

Q: How many employees does Lucia Securities, LLC have currently?

Lucia Securities, LLC has approximately 15 employees.

Q: What technology does Lucia Securities, LLC use?

Lucia Securities, LLC's tech stack includes Java, Google Fonts API, jQuery, GoDaddy, prettyPhoto.

Financial ServicesCalifornia, United States11-50 Employees

Lucia Securities, LLC operates as a broker-dealer in the financial services sector and is based in San Diego, California. The company supports independent financial professionals by offering a range of services and access to a broad range of financial products. Its approach centers on collaboration within a network of professionals who share aligned goals to help practitioners adapt to changing client needs.

Innovation and experience underpin its service approach in the market. The firm runs as a mid-sized organization and focuses on enabling independent advisors to develop their practices within the financial services landscape.