William Marsaglia, financial advisor Redondo Beach CA
93 score

William Marsaglia

CRD Number: 1955951
Current Firm: Thrivent Investment Management Inc.

William Marsaglia (CRD# 1955951) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Redondo Beach, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Redondo Beach, CA Jul 2002 - Current 14
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 14
Thrivent Financial Bank Redondo Beach, CA Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for William P. Marsaglia
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
93
Clean Record
This advisor has a clean track record with regulators.

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