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The Raymond J. Lucia Companies, Inc. A SEC Registered Investment Advisory Firm Raymond J. Lucia Companies, Inc. is a wealth management firm headquartered in San Diego with offices and meeting locations nationwide. RJL serves over 5,000 clients nationwide with net worths ranging from under $500,000 to more than $10,000,000. We individually custom tailor client's portfolios using our time-tested investment strategy, Buckets of Money®, a retirement planning strategy that seeks to provide inflation-adjusted income for life and sustained portfolio growth. |
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All third party materials are the responsibility of their respective authors, creators, and/or owners. First Allied is not responsible for third party materials, and the information reflects the opinion of its authors, creators, and/or owners at the time of its issuance, which opinions and information are subject to change at any time without notice and without obligation of notification. These materials were obtained from sources believed to be reliable and presented in good faith, nevertheless, First Allied has not independently verified the information contained therein, and does not guarantee its accuracy or completeness. The information has no regard to the specific investment objectives, financial situation, or particular needs of any specific recipient, and is intended for informational purposes only and does not constitute a recommendation, or an offer, to buy or sell any securities or related financial instruments, nor is it intended to provide tax, legal or investment advice. We recommend that you procure financial and/or tax advice as to the implications (including tax) of investing in any of the companies mentioned. At any time First Allied and its affiliates (or employees thereof) may have a long or short position, or deal as principal or agent, in relevant securities or provide investment banking services (such as acting as placement agent and/or underwriter), advisory services or other services to the issuer of relevant securities or to a company connected with an issuer, and thus we face an inevitable conflict of interest. Links are being provided for information purposes only. Raymond J. Lucia Companies, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites and their respective sponsors. Raymond J. Lucia Companies, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members. |
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Securities offered through First Allied
Securities, Inc., a Registered Broker/Dealer, member FINRA/SIPC. Raymond
J Lucia Companies, Inc. and First Allied Securities, Inc. are not affiliated.
Bucketize™, Buckets of Money®, Bucketeer®, Bucket®, Money Clip®, and Legacy
Bucket® are
registered trademarks of Raymond J. Lucia Companies, Inc. |