As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- St. Patrick's Church
- Tri City Hospital Diamond Society
- Bloomsburg University Alumni Association
- San Diego Blood Bank
- Support Our Troops - Carlsbad
- Bachelors of Science, Business Administration-Accounting
- Guided Portfolio Management
- Series 3, 7, & 63 Licenses
- Series 65 - Investment Advisory Agent
- Life Insurance and Variable Annuity License
- Morgan Stanley* Century Council
- Senior Vice President
- 2010 Five Star Wealth Manager - San Diego Magazine
- Present: Morgan Stanley*
Senior Vice President - Investments
- 1981: Price Waterhouse Coopers
Accountant / Auditor
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
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Mark A. Lucia holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, HI, IA, IL, IN, MA, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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