Natalie Pavia (CRD# 6485666) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Simi Valley, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Dec 2022 - Current | 1 |
| Thrivent Investment Management Inc. | Simi Valley, CA | Mar 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Aug 2022 - Dec 2022 | < 1 |
| Action Vc | Camarillo, CA | Jan 2020 - Jul 2022 | 2 |
| Action Vc | Camarillo, CA | Apr 2017 - Jan 2021 | 3 |
| Global Entertainment Securities | Westlake Village, CA | Nov 2016 - Apr 2017 | < 1 |
| Channel Islands Caregivers | Camarillo, CA | Sep 2016 - Nov 2016 | < 1 |
| Waddell & Reed Financial Advisors | Seattle, WA | Mar 2015 - Sep 2016 | 1 |
| Seattle Pacific University | Seattle, WA | Sep 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.