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.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 1245314
Wealth & Tax Planners
| 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 |
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Total Assets Under Management216MILLIONS
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Total Number of Accounts499ACCOUNTS
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Average Account Value$432,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, NH, TX
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