Lucia Capital Group
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About this Advisor
Thomas Wyckoff is a certified financial planner and chartered financial analyst based in San Diego, California, with a total of 10 years of work experience. Wyckoff currently works for Lucia Capital Group. During their career, the advisor has held roles at Askaboutit.Biz LLC, First Allied Securities Inc, Lpl Financial, Cole Financial Services, W.R. Wyckoff Cpa Mst, Rjl Wealth Management, LLC, Lucia Securities, LLC and Lucia Capital Management. Wyckoff maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Lucia Capital Group is a financial advisory firm that has its headquarters in San Diego, California. The company has offices in 22 locations and a total of 46 financial advisors. It has $1 billion in assets under management between its 3,727 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 3,727 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lucia Capital Group performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. Fees billed by Lucia Capital Group can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lucia Capital Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Thomas Wyckoff Work History
Thomas has 10 years of experience.
Lucia Capital Management
Lucia Securities, LLC
Rjl Wealth Management, LLC
First Allied Securities Inc
Cole Financial Services
W.R. Wyckoff Cpa Mst
Thomas Wyckoff has no disclosures.
Please visit their SEC profile for more details.