Discuss Partnership
Your business. Our support.
Affiliate Your Way
We want to help you achieve your goals with your practice. You can use your existing brand, our flagship Lucia Capital Group brand, or even create a new one.
1099 - Your Brand
Join us as a 1099 advisor under your own brand
- We help you move your existing domain, marketing collateral, logos, and more over to our platform
- Your brand will seamlessly move over and be affiliated with LCG and LPL Financial
- Grow your brand and business as an independent advisor
1099 - Our Brand
Join us as 1099 advisor under our brand, Lucia Capital Group
- We will coordinate the transition to be a LCG advisor and move your files, emails, and data to our platform
- We’ll help you build your personal brand under our existing, established brand
- Benefit from access to our in-house marketing team
W2 Model
Join us as a W2 advisor under our brand, Lucia Capital Group
- You will receive all the benefits of a W2 advisor, with employee benefits, payroll, advisor assistant support
- Participate in lead distribution from our in-house marketing team
- Simplify your practice and let us take care of all the small details
Frequently Asked Questions
What else is included when joining LCG Financial Partners?
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How long can I expect a transition to take?
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Level Up Your Practice
Take the first step to realizing the true potential of your business.
A simple conversation can change the trajectory of your future and it all starts by filling out the form on this page. Once we review your information, a member of our business development team will reach out to you to discuss your plans. We’ll want to hear your story and learn how you fit into our program. It’s easy.
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