Erica Cantrell, financial advisor Folsom CA
69 score

Erica Cantrell

CRD Number: 6005796
Current Firm: Thrivent Investment Management Inc.

Erica Cantrell (CRD# 6005796) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Folsom, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2014 - Current 2
Thrivent Investment Management Inc. Vacaville, CA Jul 2013 - Current 3
Paul Cantrell - Thrivent Financial Vacaville, CA Jun 2012 - Feb 2014 1
Brown Shoe Company Vacaville, CA Jun 2007 - Jun 2012 5
Bethany Lutheran School Vacaville, CA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Erica R. Cantrell
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
69

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