Erica CantrellCRD Number: 6005796
Current Firm: Thrivent Investment Management Inc.
Erica Cantrell (CRD# 6005796) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vacaville, CA and has over 4 years of experience in the finance industry.
Achievable Wealth, LLC
Transamerica Financial Advisors, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Feb 2014 - Current||4|
|Thrivent Investment Management Inc.||Vacaville, CA||Jul 2013 - Current||4|
|Paul Cantrell - Thrivent Financial||Vacaville, CA||Jun 2012 - Feb 2014||1|
|Brown Shoe Company||Vacaville, CA||Jun 2007 - Jun 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
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