Sara Mercado, financial advisor Oviedo FL
90 score

Sara Mercado

CRD Number: 6170848
Current Firm: Thrivent Investment Management Inc.

Sara Mercado (CRD# 6170848) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oviedo, FL 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 Jul 2013 - Current 3
Thrivent Investment Management Inc. Oviedo, FL Mar 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jul 2013 < 1
Home Miami, FL Aug 2011 - Mar 2013 1
Primrose School Of Oviedo Oviedo, FL Dec 2010 - Aug 2011 < 1
Kindercare Learning Center Apopka, FL Apr 2007 - Dec 2010 3
Home Key West, FL Dec 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Sara M. Mercado
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • DC
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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