MP
Matthew Page
from Lucas Group Financial Planners, Inc.
Matthew Page is a financial advisor based in California, Sacramento,
with 21 years of experience. Matthew currently works for
Lucas Group Financial Planners, Inc..
Matthew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Page works at Lucas Group Financial Planners, Inc.
Lucas Group Financial Planners, Inc. is a financial advisory firm based in Sacramento, California. It currently has approximately $302,719,725 of assets under management and employs about 3 people. Lucas Group Financial Planners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and portion of fees managed by third-party money managers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and portion of fees managed by third-party money managers
Office location
1545 River Park Drive,, Suite 401, Sacramento, California, 95815
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