Unclaimed
Audra Perkins is a financial professional with over a decade of experience in the financial services industry. Audra has a strong background in providing financial planning and investment management services to individuals, families, and businesses. She holds the Series 7 and Series 66 licenses, as well as the SIE designation. She is also a Certified Financial Planner. Audra is currently employed with Thrivent Investment Management Inc. Audra has been with Thrivent since December 2019. Previously, Audra worked with LPL Financial LLC in Olympia, Washington.
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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TX
06/21/2024 - Present
Thrivent Investment Management Inc. (Wichita Falls TX)
WA
03/30/2016 - 12/20/2017
LPL FINANCIAL LLC (OLYMPIA WA)
BOTH
Issued 05/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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