Angela Reilly (CRD# 7190511) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakewood, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5619105
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Dec 2020 - Current | 3 |
Thrivent Investment Management Inc. | Lakewood, CA | Aug 2020 - Current | 3 |
Thrivent Financial - Benjamin R Koehlinger | Lakewood, CA | Oct 2019 - Dec 2020 | 1 |
Hobby Lobby Stores, Inc. | Lakewood, CA | Oct 2019 - Jan 2020 | < 1 |
Bible Study Fellowship | Long Beach, CA | Sep 2018 - Oct 2019 | 1 |
Unemployed | Long Beach, CA | Jan 2017 - Sep 2018 | 1 |
Self-employed | Long Beach, CA | Aug 2015 - Dec 2016 | 1 |
Mccready & Associates | Long Beach, CA | Nov 2015 - May 2016 | < 1 |
Unemployed | Torrance/long Beach, CA | Jan 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- CA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- 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
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