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ABOUT RJLSOLUTIONSRAY LUCIA SHOWEVENTS & NEWSCONTACT US

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.


Events

November 20, 2008
Workshop - San Diego, November 20, 2008
Raymond J. Lucia Companies, Inc.
13520 Evening Creek Drive N. #300
San Diego, CA 92128
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January 15, 2009
Seminar - Dallas & Fort Worth, January 2009
Westin Dallas Fort Worth Airport Hotel
4545 West John Carpenter Freeway
Irving, TX 75063
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January 17, 2009
Seminar - Houston, January 2009
JW Marriott Houston
5150 Westheimer
Houston, TX 77056
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January 22, 2009
Workshop - San Diego, January 22, 2009, 1PM
Raymond J. Lucia Companies, Inc.
13520 Evening Creek Drive N. #300
San Diego, CA 92128
Register Now

January 22, 2009
Workshop - San Diego, January 22, 2009, 6PM
Raymond J. Lucia Companies, Inc.
13520 Evening Creek Drive N. #300
San Diego, CA 92128
Register Now

January 24, 2008
Seminar - Newport Beach, January 2009
Fairmont Newport Beach Hotel
4500 MacArthur Boulevard
Newport Beach, CA 92260
Register Now


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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.

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.

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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.