Maia Thomas, financial advisor Claremont CA
93 score

Maia Thomas

CRD Number: 2017456
Current Firm: Tru Independence Asset Management, LLC

Maia Thomas (CRD# 2017456) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Claremont, CA and has over 25 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Purshe Kaplan Sterling Investmets Albany, NY Sep 2015 - Current 1
Tru Independence Asset Management, Llc Dba Valda Portland, OR Aug 2015 - Current 1
Unemployed Claremont, CA Jul 2015 - Aug 2015 < 1
Raymond James Financial Services Advisors, Inc. Claremont, CA Sep 2008 - Jul 2015 6
Thomas Investment Group Claremont, CA Sep 2008 - Jul 2015 6
Raymond James Financial Services, Inc. Claremont, CA Feb 1995 - Jul 2015 20
Carson Advisory, Inc. Athens, GA Mar 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Maia D. Thomas
Phone Number: (971) 371-3444
Firm Website:
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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