Mark Thompson, financial advisor San Luis Obispo CA
93 score

Mark Thompson

CRD Number: 4432497
Current Firm: Trellis Wealth Advisors, LLC

Mark Thompson (CRD# 4432497) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Trellis Wealth Advisors, LLC San Luis Obispo, CA Jul 2010 - Current 6
Sterling Stamos Menlo Park, CA Nov 2005 - Jun 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Mark G. Thompson
Phone Number: 805-548-8920
Firm Website: http://trelliswealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,855,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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