Unclaimed Profile

Matthew Maguire Page

LUCAS GROUP FINANCIAL PLANNERS, INC.·SACRAMENTO, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record15 years registeredLUCAS GROUP FINANCIAL PLANNERS, INC.

1545 RIVER PARK DRIVE,, SACRAMENTO, CA 95815CRD# 3166601Firm CRD# 130163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Maguire Page · SACRAMENTO, CA

Registration

CRD #3166601 · LUCAS GROUP FINANCIAL PLANNERS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

TRUE WAVE WEALTH PLANNERS

Sep 2014 – present

CAPITAL PLANNING ADVISORS LLC

Mar 2014 – Sep 2014

SACRAMENTO, CA

NFP SECURITIES, INC.

Mar 2011 – Feb 2014

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 24, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LUCAS GROUP FINANCIAL PLANNERS, INC.

CRD 130163 · SEC 801-112737

AUM

$328M

Regulatory assets under management

Employees

1,084 client accounts

Services offered by LUCAS GROUP FINANCIAL PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LUCAS GROUP FINANCIAL PLANNERS, INC. →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Browse SACRAMENTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Maguire Page offer?

Matthew Maguire Page specializes in Financial Planning, Investment Management. Contact their office in SACRAMENTO, California for a consultation.

What are Matthew Maguire Page's credentials?

Matthew Maguire Page holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Maguire Page located?

Matthew Maguire Page is based in SACRAMENTO, California, working with LUCAS GROUP FINANCIAL PLANNERS, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Matthew Maguire Page charge for services?

Matthew Maguire Page's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of fees managed by third-party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUCAS GROUP FINANCIAL PLANNERS, INC.?

LUCAS GROUP FINANCIAL PLANNERS, INC. has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →