Luci Harty

President and Chief Executive Officer

With work experience over 34 years, Luci is nowadays working at Swbc Wealth Management that is based in None as a Financial Planner. Luci received his education at the Saint Leo University. Luci Harty is located in San Antonio, Texas. To contact with Luci, you can search for their phone or email address or get further info by requesting access to Luci's additional details on SoftwareOfficial.
Name variants:
Lucy Harty
Last updated Jun 02, 2024

Contact Information

Last Update
Jul 13, 2022
Email
lh**@lucihartyadvisory.com
Location
San Antonio, TX

Workplace

Financial Planner

San Antonio, TX

Industry

Financial Services

Work History

Financial Planner

Texas
Feb 2009 — Jun 2010

President and Chief Executive Officer

Fiduciary Doctors of San Antonio is a DBA of Luci Harty Advisory, LLC Luci Harty Advisory, LLC, is a registered investment advisory company.
from Jun 2010

Financial Planner

Ipi
1100 Massachusetts Ave, Cambridge, MA 02138
Jul 2006 — Feb 2009

Financial Planner

200 Park Ave, New York, NY 10016
Mar 2005 — Jul 2006

Financial Advisor

9800 Fredericksburg Rd, San Antonio, TX 78240
Jan 2000 — Mar 2005

Financial Advisor and Reg Representative

601 Congress Street Brg, Boston, MA 02210
Apr 1990 — Jan 2000

Law Enforcement Coordinating Committee and Victim-Witness Program Coordinator

Represented the United States Attorney in the Eastern District of Texas in implementing various criminal justice initiatives promoting partnerships with DOJ and local and state law enforceme...
1987 — 1990

Detective

1975 — 1986

Occupations

Executive
Chief Executive Officer
Chairperson
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Lawyer
Fiduciary
IT Professional
DB Administrator
Corporate Executive
Chief Executive
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Database Administration Professional
Database Administrator

Skills

Retirement Plans
Fiduciary Advice
Philanthropy Strategies
Certifications
Retirement Plan Consulting
Fiduciary
Philanthropy
Retirement Planning
Strategies
Investments
Asset Management
Alternative Investments
Equities
Investment Advisory
Asset Allocation
Retirement
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