James Clouser, financial advisor Lynn MA
93 score

James Clouser

CRD Number: 3176760
Current Firm: Thrivent Investment Management Inc.

James Clouser (CRD# 3176760) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lynn, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI May 2011 - Current 5
Thrivent Investment Management Inc. Lynn, MA Apr 2011 - Current 5
Unemployed Lynn, MA Apr 2011 - Apr 2011 < 1
Camp Fire Usa Salem, MA Mar 2009 - Apr 2011 2
Metlife Securities Exeter, NH Dec 2007 - Sep 2009 1
H&r Block Financial Advisors, Inc. Boston, MA May 2002 - Dec 2007 5
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for James T. Clouser
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MA
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
93
Clean Record
This advisor has a clean track record with regulators.

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