Mark Vicencio, financial advisor Lafayette CA

Mark Vicencio

CRD Number: 4105009
Current Firm: Lowery Thomas, LLC
Compensation Model: Fee Only

Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 17 years of experience in financial planning and investment advisory services.

 

Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning.  We are professionals with expertise in financial planning, taxes and investments.  Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm.  With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.

 

Lowery Thomas, LLC specializes in employee stock option planning for individuals working for technology companies. As a wealth managment firm, we help our clients in all phases of the stock option process from initial grant to developing a plan for stock accumulation, liquidation and diversification.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Lowery Thomas, LLC Lafayette, CA Feb 1999 - Current 21
Mark T. Vicencio, Cpa Lafayette, CA Jan 1996 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Mark T. Vicencio
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $432,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, TX

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