William Clark, financial advisor Ramona CA

William Clark

CRD Number: 1527094
Current Firm: Thrivent Investment Management Inc.

William Clark (CRD# 1527094) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ramona, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Oct 2016 - Current 7
Thrivent Investment Management Inc. Ramona, CA Apr 2016 - Current 7
Thrivent Financial Appleton, WI Jun 2016 - Oct 2016 < 1
Ramona Unified School Dsitrict Ramona, CA Feb 1997 - Jun 2016 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for William E. Clark
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
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, WY

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