Patricia FrenchCRD Number: 3043755
Current Firm: Thrivent Investment Management Inc.
Patricia French (CRD# 3043755) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wolcott, CO and has over 19 years of experience in the finance industry.
Sagepoint Financial, Inc.
Western Wealth Management LLC
Cambridge Investment Research Advisors, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2009 - Current||8|
|Thrivent Investment Management Inc.||Avon, CO||Nov 2009 - Current||8|
|Valic Investment Services Company||Lakewood, CO||Aug 1998 - Nov 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- 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