Erin Liddell, financial advisor Placentia CA
89 score

Erin Liddell

CRD Number: 6254949
Current Firm: Thrivent Investment Management Inc.

Erin Liddell (CRD# 6254949) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Placentia, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Jun 2014 - Current 2
Thrivent Investment Management Inc. Placentia, CA Nov 2013 - Current 3
Thrivent Financial Appleton, WI Apr 2014 - Jun 2014 < 1
Casino Job Center Las Vegas, NV Nov 2008 - Mar 2014 5
Planet Hollywood Las Vegas, NV Jan 2008 - Nov 2008 < 1
Weber State University Ogden, UT Jan 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Erin Liddell
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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