Ludovic Thomasson (CRD# 4923376) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry. Ludovic Thomasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6058165
Ubs Financial Services Inc.
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4332415
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ensemble Capital Management, LLC | San Francisco, CA | Jun 2014 - Current | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
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Total Assets Under Management1,663MILLIONS
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Total Number of Accounts741ACCOUNTS
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Average Account Value$2,243,830
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, LA, TX, WA
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