Neal Larsen (CRD# 6292902) 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# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Simi Valley, CA | Jul 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Oct 2022 - Apr 2023 | < 1 |
| Unemployed | Simi Valley, CA | Jun 2022 - Jun 2022 | < 1 |
| Scorpion Internet Marketing | Valencia, CA | Feb 2019 - May 2022 | 3 |
| Unemployed | Simi Valley, CA | Oct 2018 - Jan 2019 | < 1 |
| Arxis Wealth Management | Simi Valley, CA | Jan 2014 - Sep 2018 | 4 |
| 1st Global Advisors, Inc. | Simi Valley, CA | Jul 2018 - Aug 2018 | < 1 |
| 1st Global Capital, Corp. | Simi Valley, CA | Jul 2018 - Aug 2018 | < 1 |
| 1st Global Capital Corp. | Simi Valley, CA | Apr 2016 - Jun 2017 | 1 |
| 1st Global Advisors, Inc. | Simi Valley, CA | Apr 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CA
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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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
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