Lucia Capital Group

Investment Advisor
in San Diego, CA
Are you Thomas Wyckoff? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lucia Capital Group Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 - Present (10 years)

Rjl Wealth Management, LLC

2009 - 2011 (2 years)

First Allied Securities Inc

2009 - 2009 (< 1 year)

Lpl Financial

2009 - 2009 (< 1 year)

Cole Financial Services

2008 - 2009 (1 year)

Askaboutit.Biz LLC

2008 - 2009 (1 year)

W.R. Wyckoff Cpa Mst


Thomas Wyckoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started