Mark Thornburg is a Managing Director and Financial Advisor with TSG Wealth Management. Mark earned his Bachelor of Science degree in Business Management and Economics from Brigham Young University.
As a youth, Mark had a fascination with economics and the investment world, so he was thrilled in 1985 when he began his career as a Registered Financial Advisor. Since then has achieved the distinguished title of Managing Director with TSG Wealth Management. This along with many annual awards, including the Wells Fargo Advisors Premier Advisor Award,1 the Directors Council Award and both Orange County and LA County Five-Star wealth management awards 2 reflect a successful and fulfilling career thus far for Mark.
Mark and his wife Nancy have five children, four of which are married and have given him six wonderful grandchildren, so far. Much of his family lives nearby, so most of his free time is devoted to regular family activities. In his spare time he enjoys volunteering and serving regularly for his church each week. And lastly, when he can make time he enjoys to get out and enjoy a round of golf.
CA Insurance License #540585. Resident state: CA
1 The Premier Advisor distinction is held by a select group of Financial Advisors Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
2 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2708 considered, 154 winners; 2017: 2351 considered, 287 winners; 2016: 2374 considered, 298 winners; 2015: 3105 considered, 327 winners; 2014: 6088 considered, 340 winners; 2013: 3488 considered, 372 winners; 2012: 1019 considered, 176 winners.