Mary PetersonCRD Number: 1977134
Current Firm: Thrivent Investment Management Inc.
Mary Peterson (CRD# 1977134) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marietta, GA and has over 27 years of experience in the finance industry. Mary Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Thrivent Investment Management Inc.||Marietta, GA||Jul 2002 - Current||15|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2002 - Current||15|
|Thrivent Financial Bank||Marietta, GA||Jul 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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