Carly Marie Hall
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Thrivent FinancialDec 2020 to now
- Thrivent Investment Management Inc.Nov 2020 to now
- Hoag HospitalOct 2018 to Nov 2020
- Paloma Medical GroupMar 2017 to Oct 2018
- Home Care of La JollaMar 2016 to Mar 2017
- Sea Breeze Senior LivingMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (CA, DC, OK, TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7310352
- Firm CRD
- 18387