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Victoria A Lilley

Thrivent Investment Management Inc.

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About Victoria A Lilley

Victoria Lilley is a financial advisor at Thrivent Investment Management Inc. Victoria is a registered representative and investment advisor representative in Pennsylvania and the District of Columbia. Victoria has been in the financial services industry since 2004 and has extensive experience in financial planning and portfolio management for individuals. Victoria is committed to helping her clients achieve their financial goals. Victoria has a special interest in serving churches, non-profit sharing retirement accounts, and individuals. Victoria is a dedicated professional who is passionate about helping her clients make informed financial decisions.

Firm Information

Victoria Lilley is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victoria Lilley’s Registration & Firm History

PA

02/13/2018 - Present

Thrivent Investment Management Inc. (Perkasie PA)

PA

05/25/2004 - 06/17/2008

THRIVENT INVESTMENT MANAGEMENT INC. (HARLEYSVILLE PA)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victoria A Lilley.
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