Kharis Quaintance
Kharis Quaintance is a registered investment advisor at Thrivent Investment Management INC., based in Jacksonville, FL, with 21 years of industry experience. Kharis 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
4887 Belfort Rd, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Criminal
February 1991Other Business ActivitiesSells Insurance
Kharis is a board member for the Jacksonville Urban League and treasurer for the University of Florida Black Alumni, dedicating minimal time to each. Kharis also receives residuals from health, dental, and vision insurance from United Medical Group and owns real estate rental properties through Khajem LLC, spending minimal time on these activities.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
World Group Securities, INC.Broker
World Group Securities, INC.Broker
Amsouth Investment Services, INC.Broker
Compass Brokerage, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations39 states
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.