linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Joseph Marki

Axiom Founders Family Office, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Joseph Marki

Thomas Marki is a financial advisor with over 15 years of experience. Thomas is currently registered with Axiom Founders Family Office, Inc. in Arizona and Texas. Thomas also has experience with Independent Financial Group, LLC and ING Financial Partners, Inc. Thomas specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Thomas has a strong understanding of the investment industry and is committed to helping clients achieve their financial goals.

Firm Information

Thomas Marki is currently registered with Axiom Founders Family Office, Inc.. Axiom Founders Family Office, Inc. is an investment advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and pension and profit-sharing plans. They have a team of 2 licensed agents and investment advisor representatives, managing approximately $29.12 million in assets for 69 clients. The firm serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

$29.12M

Assets Under Management

5

Total Clients

2

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Marki’s Registration & Firm History

AZ

05/26/2021 - Present

Axiom Founders Family Office, Inc. (SCOTTSDALE AZ)

AZ

10/26/2016 - 07/01/2021

INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)

AZ

01/03/2011 - 01/03/2012

ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)

AZ

09/07/2007 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (GLENDALE AZ)

Not sure if Thomas Joseph Marki is right for you?

Licenses & Designations

BOTH

Issued 12/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Thomas Joseph Marki. Review regulatory record here.
Not sure if Thomas Joseph Marki is right for you?