Career history of Ray Lucia
Former positions of Ray Lucia
Companies | Position | Start | End |
---|---|---|---|
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Chief Executive Officer | - | 2020-11-30 |
Lucia Wealth Services LLC
Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Chief Executive Officer | - | 2020-11-30 |
Chairman | - | 2020-11-30 | |
Portfolio Manager-Equities | - | 2020-11-30 | |
Lucia Securities LLC
Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Chief Executive Officer | 2009-12-31 | 2020-11-30 |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Chief Executive Officer | - | 2020-11-30 |
Chairman | - | 2020-11-30 | |
Raymond J. Lucia Cos., Inc.
Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Corporate Officer/Principal | 1999-12-31 | 2009-12-31 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
Destra Multi-Alternative Fund
Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT. | Director/Board Member | 2011-08-31 | 2018-10-01 |
Chief Executive Officer | 2011-08-31 | - | |
President | 2011-08-31 | - |
Training of Ray Lucia
Loyola Marymount University | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Chief Executive Officer | 5 |
Corporate Officer/Principal | 2 |
Chairman | 2 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Finance |
Destra Multi-Alternative Fund
Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT. | Miscellaneous |
Lucia Wealth Services LLC
Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Finance |
Lucia Securities LLC
Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Finance |
Raymond J. Lucia Cos., Inc.
Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Finance |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Finance |
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