# RAYMOND J. LUCIA COMPANIES, INC.

RAYMOND J. LUCIA COMPANIES, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 115670
- Type: SEC-registered investment adviser
- SEC file number: 801-61496
- Location: 13520 EVENING CREEK DRIVE NORTH, SUITE 300, SAN DIEGO, CA, 92128
- Phone: 619-497-5555
- Latest filing: 2011-02-01
- Clients: 1

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| LUCIA RAYMOND JOSEPH | CHIEF COMPLIANCE OFFICER; PRESIDENT, SECRETARY, TREASURER; PRESIDENT, SEC/TREAS (+1 more) | — |
| FORKNER SONDRA | CHIEF COMPLIANCE OFFICER | — |
| OCHS THERESA JEAN | CHIEF COMPLIANCE OFFICER | — |
| OCHS THERESA J | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115670/similar
- Related entities: https://search.stillhousedata.com/firm/115670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.