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19th Ave New York, NY 95822, USA

About LCG Financial Partners

Who we are and how we can help you.

Who we are

Financial advisors. Just like you.

LCG Financial Partners is a $2 billion wealth management platform business affiliated with LPL Financial. LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors, in-house asset management, advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program, The Bucket Strategy®. 

LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors along with in-house asset management, a unique advisor technology platform, transition assistance, digital marketing, prospective client referrals, and our flagship retirement income illustration program: The Bucket Strategy®. 

Our sole purpose is to help financial advisors grow their practice more quickly, efficiently, and profitably through the use of our multi-faceted platform, where they are free to choose as many–or as few–services that they need.

We're just like you

We offer a platform to independent financial advisors affiliated with LPL Financial (or those LCG Financial Partners offers financial advisors who are seeking to affiliate with LPL) that allows them to make use of any or all of our established services: a community of like-minded advisors, in-house asset management, an advisor technology platform, transition assistance, digital marketing, prospective client referrals, and our flagship retirement income illustration program, The Bucket Strategy®.

Additionally, financial advisors have the flexibility to choose to be compensated as either a W-2 or 1099 advisor under their own brand. We believe financial advisors who work with our platform can provide their clients a better experience, save time, increase their firm’s top, and bottom line.

Team

Ray Lucia Jr.
Ray Lucia Jr.

Chairman & CEO

Joe P. Lucia
Joe P. Lucia

President

Practice Management

Tiy O'Neal
Tiy O'Neal

Chief Operating Officer

Advisor Support

Rick Plum, CFP®
Rick Plum, CFP®

Chief Financial Planning Officer

Practice Management

Christopher A. Lloyd, CFP®, ChFC®
Christopher A. Lloyd, CFP®, ChFC®

Senior Vice President, Financial Planning

Practice Management

Tom Wyckoff
Tom Wyckoff

Portfolio Manager

Investment Management

Emily Paup

V.P. of Business Development

Marco Tassara
Marco Tassara

Chief Technology Officer

Technology

Chris Olstad
Chris Olstad

Director of Marketing

Marketing

Partners

LPL Financial
Broker Dealer
Orion
Portfolio Data
Validus Growth Investors
investment Research
15 Equity
investment Research