Clare Truong, financial advisor San Diego CA
90 score

Clare Truong

CRD Number: 6176490
Current Firm: Thrivent Investment Management Inc.

Clare Truong (CRD# 6176490) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Diego, CA 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 Aug 2013 - Current 3
Thrivent Investment Management Inc. San Diego, CA Apr 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Aug 2013 < 1
Flourish Photgraphy San Diego, CA Jul 2012 - Apr 2013 < 1
Elder Law & Advocacy San Diego, CA Dec 2008 - Jun 2012 3
Unemployed San Diego, CA May 2008 - Nov 2008 < 1
Ucsd, Irps San Diego, CA Sep 2006 - May 2008 1
J&m Cafe & Cardroom Seattle, WA Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Clare E. Truong
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
90
Clean Record
This advisor has a clean track record with regulators.

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