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Laura B Thomas

International Asset Management

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About Laura B Thomas

Laura B. Thomas is a financial advisor who has been working in the industry since 1996. Laura currently works at International Asset Management. Laura has experience in the financial services industry, including prior roles with CHARLES SCHWAB & CO., INC. Laura holds a number of licenses and certifications, including Series 7, 9, 10, 63, and SIE.

Firm Information

Laura Thomas is currently registered with International Asset Management. International Asset Management is an investment advisor with 5 investment advisor representatives and $84 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, selection of other advisors, and other advisory services. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. They manage assets for 243 accounts, including 243 discretionary accounts. The firm has a website at HTTP://WWW.IAMADVISORS.COM.

$84.00M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio analysis

Portfolio analysis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Laura Thomas’s Registration & Firm History

CA

03/30/2017 - Present

International Asset Management (Menlo Park CA)

CA

05/09/1996 - 12/31/2015

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/22/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura B Thomas.
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