Mary Abundo
Mary Abundo is a registered investment advisor at Thrivent Investment Management INC., based in Redondo Beach, CA, with 29 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
Redondo Beach, CA
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Regulatory History (1)
Customer Dispute
February 2005Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Advisor Network, LLC
Previous Registrations
Northern Lights Distributors, LLCBroker
Counterpoint Asset Management LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Cetera Investment Services LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Ing Financial Partners, INC.Broker
Cetera Advisor Networks LLCBroker
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Amev Investors, INC.Broker
Bico Securities, INC.Broker
Central Securities, INC.Broker
Shuman, Orth & Company, INC.Broker
Angeles Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.