Unclaimed
David Wills Parker is a financial advisor registered with Thrivent Investment Management Inc. David has been in the financial services industry since April 2, 2019, and is licensed to provide investment advice in 21 states. Parker has extensive experience with individuals, corporations, and churches. David specializes in providing financial planning and portfolio management services. Thrivent Investment Management Inc. is a large firm that provides investment advice to a wide range of clients. The firm has over $14.8 billion in assets under management and has been in business for over 100 years. The firm has a strong commitment to ethical investing and provides a variety of financial services to its clients.
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.
1
2
CA
08/04/2022 - Present
Thrivent Investment Management Inc. (Irvine CA)
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Parker is the right advisor for you? Invested Better is here to help.