Mark
Vicencio
Lowery Thomas, LLC
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About this Advisor
Mark Vicencio is a financial advisor based in Orinda, California, working with Lowery Thomas, LLC. Mark has previously held positions at Lowery Thomas, LLC and Mark T. Vicencio, Cpa. Mark has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Mark is part of Lowery Thomas, LLC, which operates out of Orinda, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $289.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Lowery Thomas, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Lowery Thomas, LLC Brokerage Details
$289,243,707
6
595
$486,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Vicencio Work History
Lowery Thomas, LLC
Mark T. Vicencio, Cpa
Disclosures
Please visit the SEC profile of Mark Vicencio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lowery Thomas, LLC
Lafayette, CA
Orinda, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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