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Marvin Lee Thomson

Brokers International Financial Services, LLC

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About Marvin Lee Thomson

Marvin Lee Thomson is an Investment Advisor Representative at Brokers International Financial Services, LLC. He has been in the financial industry since November 1996. Marvin has a wide range of experience in the financial services industry, having worked with various firms including LPL Financial LLC, INVEST Financial Corporation, and Financial Network Investment Corporation. Marvin holds multiple licenses and certifications, including the Series 6, 7, 24, 51, 63, and 65. Marvin provides a variety of services to individual and institutional clients, including financial planning, investment management, and educational seminars.

Firm Information

Marvin Thomson is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Percentage of assets managed by third-party advisor firms

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Marvin Thomson’s Registration & Firm History

IA

02/19/2021 - Present

Brokers International Financial Services, LLC (Burlington IA)

IA

02/14/2018 - 03/19/2020

LPL FINANCIAL LLC (DES MOINES IA)

IA

08/31/2004 - 02/14/2018

INVEST FINANCIAL CORPORATION (BURLINGTON IA)

CA

11/21/2003 - 09/03/2004

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

IA

01/03/2002 - 11/18/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IL

11/29/1995 - 12/31/2001

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

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Licenses & Designations

IA

Issued 11/23/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marvin Lee Thomson. Review regulatory record here.
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