Mark Thomas

FAQ About Mark Thomas

• What is Mark Thomas's address?

  Mark Thomas is located at
  Portland, Oregon, United States

• What is Mark Thomas's job title?

  Mark Thomas is a
  The Thomas Financial Consulting Group of Wells Fargo Advisors has over 80 years of combined experience in the financial services industry. We service a total client base with over 180 million in assets under management as of 4/30/24, and where the length of our relationship with our clients is extensive. The hallmarks of our relationship with our clients and our investment strategies are: high level of personal attention, independent sound advice, developing investment strategies which are based on the risk tolerance of a client, diversification, attention to income and growth asset allocation strategies, and tax efficiency. We are focused on developing a customized financial analysis which is based on an understanding of the client’s goals. By leveraging all resources available to us, we help our clients manage many stages and aspects of their financial lives: investment portfolio management, financial analysis, retirement and estate analysis, college funding, life and long-term care insurance, and we can provide access to lending through Wells Fargo affiliates. I can be reached at [email protected] or 503-276-0218. This information is intended for use by residents of AK, AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, NC, NM, NY, OR, TX, VA, and WA only. CA Insurance License #0K16426. Resident State: OR. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social Wells Fargo Advisors

• What industry does Mark Thomas currently work in?

  Mark Thomas currently works in the
  Wells Fargo Advisors

• What is Mark Thomas's area of expertise?

  Mark Thomas specializes in
  The Thomas Financial Consulting Group of Wells Fargo Advisors has over 80 years of combined experience in the financial services industry. We service a total client base with over 180 million in assets under management as of 4/30/24, and where the length of our relationship with our clients is extensive. The hallmarks of our relationship with our clients and our investment strategies are: high level of personal attention, independent sound advice, developing investment strategies which are based on the risk tolerance of a client, diversification, attention to income and growth asset allocation strategies, and tax efficiency. We are focused on developing a customized financial analysis which is based on an understanding of the client’s goals. By leveraging all resources available to us, we help our clients manage many stages and aspects of their financial lives: investment portfolio management, financial analysis, retirement and estate analysis, college funding, life and long-term care insurance, and we can provide access to lending through Wells Fargo affiliates. I can be reached at [email protected] or 503-276-0218. This information is intended for use by residents of AK, AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, NC, NM, NY, OR, TX, VA, and WA only. CA Insurance License #0K16426. Resident State: OR. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

• Which languages does Mark Thomas speak? 

  Mark Thomas speaks the following languages:
  No languages available.

• Which industries has Mark Thomas previously worked in?   

  Mark Thomas has prior experience in the following industries:
  Ubs Financial Services

• What is Mark Thomas’s work experience?  

  Mark Thomas has the following professional experience:
  Wells Fargo Advisors , Ubs Financial Services .

• How can I find Mark Thomas on LinkedIn?  

  You can view Mark Thomas’s
  LinkedIn profile at LinkedIn URL.

• What are Mark Thomas’s work email addresses?  

  Mark Thomas’s work email addresses are
  [email protected] .

• What company does Mark Thomas work for?  

  Mark Thomas works at
  Wells Fargo Advisors