RJL Wealth Management
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Most RJL Wealth Management investment advisor representatives are also registered representatives of First Allied Securities, Inc. a Registered Broker/Dealer (member FINRA/SIPC). This affiliation allows the advisors of RJL Wealth Management to offer a full suite of investment brokerage services. First Allied provides our clients access to a range of investment solutions, including mutual funds, variable annuities, non-traded real estate investment trusts, alternative investments, fixed income solutions and more. The following brokerage services and account types are available through First Allied Securities, Inc.
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Investment Management Brokerage Services
Home Office: 13520 Evening Creek Drive N. #300 / San Diego, CA 92128 Phone: (800) 644-1150
Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, member FINRA/SIPC. RJL Wealth Management, LLC 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, Sr., CFP®.
Raymond J. Lucia, Sr. is not a Registered Representative of First Allied Securities, Inc.
Raymond J. Lucia, Jr. California Insurance License #0E12175
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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 residents 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.