AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MT

Maribel L. Thomas

FIDUCIARY EXPERTS
Murrieta, CA
Some features on this profile are disabled
CRD#: 4215904
MT

Professional summary

Maribel Larios Thomas, AIF®, who also goes by Maribel Larios, is a registered financial advisor currently at FIDUCIARY EXPERTS LLC located in Murrieta, California.

Maribel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Maribel has worked at 10 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maribel Larios

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maribel Larios Thomas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 23, 2018 - Present

FIDUCIARY EXPERTS LLC

RIA
CRD#: 146721
Murrieta, CA
Past

February 3, 2011 - December 31, 2017

FIDUCIARY EXPERTS LLC

RIA
CRD#: 146721
MURRIETA, CA
Past

October 12, 2010 - January 28, 2011

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
SAN DIEGO, CA
Past

October 11, 2010 - January 28, 2011

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN DIEGO, CA
Past

July 19, 2010 - December 31, 2010

FIDUCIARY EXPERTS LLC

RIA
CRD#: 146721
SAN DIEGO, CA
Past

December 21, 2009 - March 31, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ESCONDIDO, CA
Past

December 16, 2009 - March 31, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
ESCONDIDO, CA
Past

April 8, 2008 - January 8, 2010

FIDUCIARY EXPERTS LLC

RIA
CRD#: 146721
TEMECULA, CA
Past

May 10, 2007 - March 27, 2009

BENEFIT FINANCIAL SERVICES GROUP

RIA
CRD#: 143617
IRVINE, CA
Past

March 14, 2007 - June 1, 2007

BENEFIT FUNDING SERVICES GROUP

RIA
CRD#: 131878
IRVINE, CA
Past

February 22, 2006 - December 31, 2007

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
IRVINE, CA
Past

March 1, 2005 - November 21, 2005

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
SANTA ANA , CA
Past

March 1, 2005 - November 21, 2005

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

June 25, 2004 - February 25, 2005

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
SANTA ANA, CA
Past

December 18, 2003 - February 25, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

May 9, 2002 - July 8, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 3, 2000 - September 6, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FE
FIDUCIARY EXPERTS LLC
FIDUCIARY EXPERTS LLC

CRD#: 146721 / SEC#: 801-107816

RIA
Registered Investment Advisory firm - (5/16/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/23/2018)
IAR
Texas
(4/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/28/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/30/2000
General Securities Representative Examination

Current Firm

FE
FIDUCIARY EXPERTS LLC
FIDUCIARY EXPERTS LLC

CRD#: 146721 / SEC#: 801-107816

RIA
Registered Investment Advisory firm - (5/16/2016 Approved)
Loading...

Contact information

Main Address
Murrieta, CA
Mailing Address
Phone number
(714) 409-8869
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIARY EXPERTS ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 890,644,534

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDUCIARY EXPERTS LLC

CRD#: 146721Murrieta, CA

TRUST BUT VERIFY

Monitor Maribel Thomas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.