Marie Thomasson, financial advisor Culver City CA

Marie Thomasson

CRD 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.

 

 

Additional Disclosures:

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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Marie E. Thomasson
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $122,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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