Rebecca O'brienCRD Number: 6058997
Current Firm: Thrivent Investment Management Inc.
Rebecca O'brien (CRD# 6058997) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Owego, NY and has over 4 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Berk Cleveland Rathmell Wealth Strategies, LLC
Ambassador Advisors, LLC
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2012 - Current||3|
|Thrivent Investment Management Inc.||Owego, NY||Jun 2012 - Current||4|
|Thrivent Financial For Lutherans||Appleton, WI||Sep 2012 - Nov 2012||< 1|
|Unemployed||Owego, NY||Mar 2011 - May 2012||1|
|Congressman Richard Hanna||Utica, NY||Jan 2011 - Feb 2011||< 1|
|Home Goods||Vestal, NY||Aug 2009 - Dec 2010||1|
|Unemployed||Owego, NY||Jun 2009 - Jul 2009||< 1|
|Raymour And Flanigan||Rochester, NY||Jan 2009 - Jun 2009||< 1|
|Just For Kids/va Furniture Market||Rocky Mount, VA||Oct 2004 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
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
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