Mark Thomas Vicencio
Investment adviser representative at Lowery Thomas, LLC
30 yearsExperience
2 statesRegistered in
$385.8MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Lowery Thomas, LLCFeb 1999 to now
- Mark T. Vicencio, CpaJan 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Lowery Thomas, LLC
$385.8MAssets managed
184Clients
2Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4105009
- Firm CRD
- 110058