James
Mailliard
Thrivent Advisor Network, LLC
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About this Advisor
James Mailliard is a financial advisor based in Phoenix, Arizona, working with Thrivent Advisor Network, LLC. James has previously held positions at Perspective Financial Services, LLC and Thrivent Advisor Network LLC Dba Perspective Financial Services. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, James is part of Thrivent Advisor Network, LLC, which operates out of Phoenix, Arizona. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thrivent Advisor Network, LLC Brokerage Details
$6,163,786,512
164
28,513
$216,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Mailliard Work History
Thrivent Advisor Network LLC Dba Perspective Financial Services
Perspective Financial Services, LLC
Disclosures
Please visit the SEC profile of James Mailliard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrivent Advisor Network, LLC
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Denver, CO
Minneapolis, MN
Minneapolis, MN
Hopkins, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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