Thomas
Wyckoff

Lucia Capital Group

CRD#5710435
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

13520 Evening Creek Drive, N. Suite 300
San Diego, CA 92128

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Lucia Capital Group Brokerage Details

Total Assets Under Management

$1,290,078,717

CA Average: $7,578,581,321
Total Number of Employees

75

CA Average: 43
Total Number of Accounts

5,963

CA Average: 3,727
Average Account Size

$216,347

CA Average: $2,033,427

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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.

2014 - Present (5 years)

Lucia Capital Management

2011 - Present (8 years)

Lucia Securities, LLC

2009 - 2011 (2 years)

First Allied Securities Inc

2009 - 2009 (0 years)

Lpl Financial

2009 - 2009 (0 years)

Cole Financial Services

2009 - Present (10 years)

Rjl Wealth Management, LLC

2008 - 2009 (1 years)

Askaboutit.Biz LLC

2008 - 2009 (1 years)

W.R. Wyckoff Cpa Mst

Disclosures

Thomas Wyckoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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