Donald WilliamsCRD Number: 7062161
Current Firm: Thrivent Investment Management Inc.
Donald Williams (CRD# 7062161) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Middleburg, FL and has over 3 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Thrivent Financial||Appleton, WI||Jul 2019 - Current||3|
|Thrivent Investment Management Inc.||Middleburg, FL||Feb 2019 - Current||3|
|Thrivent Financial||Appleton, WI||Mar 2019 - Jul 2019||< 1|
|Walmart Transportation LLC||Bentonville, AR||Jan 2011 - Feb 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management13,498MILLIONS
Total Number of Accounts36,159ACCOUNTS
Average Account Value$373,299
- 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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