Marie ThomassonCRD Number: 6724246
Current Firm: Modern Assets, LLC
Compensation Model: Fee Only
My mission is to help my clients live for today while building and protecting resources for the future. I use my analytical skills and communication talents to explore complex situations so that you can have ease and clarity as you navigate life.
My undergraduate education from UCLA in Applied Mathematics taught me to think creatively to solve tricky problems with a concrete basis in factual information, skills I carry into my work with clients. With over 13 years of experience in institutional asset management, financial planning, and investor education, cementing a deep understanding of investment knowledge, processes, and best practices, and overseeing over six billion dollars for pension funds, institutions, and banks, I set out to create a career and life that brought together everything that was important to me.
Marie Thomasson (CRD# 6724246) is an Investment Advisor Representative working at Modern Assets, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Marie Thomasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Modern Assets, LLC||Culver City, CA||Nov 2016 - Current||4|
|Praedicat||Los Angeles, CA||Feb 2014 - Aug 2016||2|
|Investment For The People||Los Angeles, CA||Feb 2013 - Feb 2014||1|
|Trust Company Of The West||Los Angeles, CA||May 2005 - Feb 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management3MILLIONS
Total Number of Accounts22ACCOUNTS
Average Account Value$122,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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