Thomas Tobias (CRD# 5513921) is an Investment Advisor Representative working at Money Compass Advisors in Sonoma, CA and has over 15 years of experience in the finance industry.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4665051
Bickford Investment Management Services
CRD# 4586514
Magnum Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Compass Advisors LLC | Sonoma, CA | Aug 2020 - Current | 3 |
| Apogee Services Inc. | Hillsborough, CA | Sep 2017 - Aug 2020 | 2 |
| Transamerica Financial Advisors, Inc. | Burlingame, CA | Jan 2016 - Aug 2020 | 4 |
| World Financial Group, Inc. | Burlingame, CA | Oct 2015 - Aug 2020 | 4 |
| Preferred Services | Burlingame, CA | Jun 2015 - Sep 2017 | 2 |
| Unemployed | Burlingame, CA | Sep 2014 - Jun 2015 | < 1 |
| Fisher Investments | Woodside, CA | Jan 2002 - Sep 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$188,126
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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