David Brown
Financial Advisor
.
CFP®, FSCP®
About Me
I grew up in the foothills of the Blue Ridge Mountains, where my parents modeled a deep sense of calling in their work as a teacher and a social worker. For more than 20 years, I pursued my own sense of calling through serving congregations across the Carolinas, where I walked alongside children, teens, and adults as they discovered faith and grew in their spiritual journeys. In 2020, that same sense of calling led me to use my gifts and skills to serve my neighbors on their financial journeys.
Today, I am a Financial Advisor at
My qualifications
- Bachelors of Communications Studies/Speech Communicat, Clemson University
- Doctorate of Theology, Duke University
- Masters of Theology, Wake Forest University
- Agent
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- Investment Adviser Representative
- Securities Industry Essentials
My state licenses
- New Jersey
- North Carolina
- South Carolina
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.