Advisor at Vincent C. Lucas, C.P.A., P.C.
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Firm
Vincent C. Lucas, C.P.A., P.C.
Location
Mc Lean, VA 22102
Credentials
Series 65
Industry experience
19 years
Vincent Lucas is the principal of Vincent C. Lucas, C.P.A., P.C., an independent firm where he has worked since 1990. He holds a Series 65 designation and has 19 years of industry experience. He is also the sole owner of Lucas, Moreland and Mastbrook, Inc., a tax and accounting firm based in McLean, VA, where he provides firm management and client support. His firm offers financial planning and investment advisory services to individuals, small business pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes long-term strategies based on asset allocation, diversification, and periodic rebalancing, with a focus on mutual funds, ETFs, equities, bonds, and select insurance products.
$0 - $5,000,000: 1.20%
$475 per hour for financial planning and consulting services
Fee-only: $475 per hour for financial planning and consulting services
8201 Greensboro Drive Suite 613
Mc Lean, VA 22102
Virginia
#Ia Vincent C. Lucas, C.P.A., P.C.
1994 - Present (32 years)
Vincent C. Lucas, C.P.A., P.C.
1990 - Present (36 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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