Unclaimed
Alston David Williams is a registered representative with Thrivent Investment Management Inc. Alston has been in the industry since 2021 and has a Series 66 license. Alston has worked for Thrivent since 2024, which includes time in the Appleton, WI office. Alston is an active registered advisor in California. Alston David Williams specializes in Portfolio Management for Individuals and Financial Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/14/2024 - Present
Thrivent Investment Management Inc. (Irvine CA)
Active
Inactive
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