Doreen Trammell (CRD# 7664979) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chantilly, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2023 - Current | < 1 |
| Thrivent Investment Management Incc | Chantilly, VA | Jan 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | Mar 2023 - Aug 2023 | < 1 |
| Calvary Church Of The Nazarene | Annandale, VA | Apr 2019 - Mar 2023 | 3 |
| Self Employed | Alexandria, VA | May 2014 - Mar 2023 | 8 |
| Self Employed | Alexandria, VA | Feb 1996 - Mar 2023 | 27 |
| Cornerstone Office Systems | Fairfax, VA | Nov 2011 - Jan 2023 | 11 |
| Rowene Kroesen | Alexandria, VA | Jul 2020 - Jun 2022 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- DC
- TX
- VA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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