Sarah Davis, financial advisor San Diego CA
90 score

Sarah Davis

CRD Number: 5916604
Current Firm: Thrivent Investment Management Inc.

Sarah Davis (CRD# 5916604) 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 Jul 2013 - Current 3
Thrivent Investment Management Inc. San Diego, CA Apr 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jul 2013 < 1
Kyle Hammerness San Diego, CA May 2011 - May 2013 2
San Diego State University San Diego, CA Aug 2008 - May 2012 3
Mira Mesa High School San Diego, CA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Sarah E. Davis
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
  • TX
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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