What is Lucia Securities, LLC's NAICS code?

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

Insights

Independent Growth Lucia Securities targets independent financial professionals and supports their growth with a diverse product lineup and services. Sales opportunity: position complementary custody, advisory support, and platform enhancements to attract advisors seeking scalable resources and differentiated service offerings.

Asset Expansion Recent activity shows onboarding of significant advisory and brokerage assets. Sales opportunity: offer tailored asset management solutions, custody growth strategies, and best-in-class reporting tools to help agents deepen client relationships and drive asset retention.

Tech Enabler Tech stack includes WordPress, Salesforce, Microsoft 365, and analytics tools. Sales opportunity: propose integrations and workflow automations that streamline advisor outreach, client onboarding, and performance tracking to increase productivity and demonstrate tech-enabled value.

Midmarket Focus Company size and revenue indicate a mid-market footprint with potential scale advantages. Sales opportunity: present scalable compliance, training, and profitability solutions aimed at growing firms looking to professionalize operations without losing agility.

San Diego Base Headquartered in San Diego with a focused regional presence. Sales opportunity: leverage regional market expertise to offer localized marketing support, community engagement programs, and regulatory navigation services to expand advisor networks in Southern California.

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Lucia Securities, LLC Tech Stack

Lucia Securities, LLC uses 8 technology products and services including WordPress, Salesforce, Microsoft 365, and more. Explore Lucia Securities, LLC's tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
Microsoft 365
Email
Modernizr
Javascript Libraries
PHP
Programming Languages
Google Analytics
Web Analytics
Java Servlet
Web Frameworks
Apache
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 email format:

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 and NAICS code?

Lucia Securities, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and 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. and 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 WordPress, Salesforce, Microsoft 365, Modernizr, PHP, Google Analytics, Java Servlet and Apache.

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.