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James P Moore

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James P Moore
Financial Advisor
.
FIC, BFA™
407 N Parsons Ave Ste 101
Brandon, FL 33510
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About James Moore
I’m proud to be a Florida native residing in the small, albeit expanding, town of Plant City. I have a growing burden for my community that is only satisfied by knowing that the Lord has placed me in this position to provide financial guidance and clarity to ALL people. I have the knowledge and experience to help you build a tailored and customized financial path that makes the most sense for you.  I am committed to my family; my wife Kathy and my four children, Preston, Caleb, Jett and Mclaren.  They are a driving force behind my desire to honor the Lord in my daily life and in my business. I genuinely enjoy people, I’m a music lover and an auto racing fanatic.  I enjoy a physical challenge whether it’s playing golf, mountain biking or never-ending yard work.  It’s my desire to have the opportunity to meet you… connect with you and learn about your family, goals and dreams.  
Community Involvement:
·         Plant City Pregnancy Care Center·         Choices·         Habitat for Humanity·         All Pro Pastors·         The Crossover Cups Mission
Education and Accomplishments
  • FL2-15 Life & Health Insurance Licenses.
  • FINRA Series 66 Uniform Combined State Law.
  • FINRA Series 7 General Securities Representative.
Meet My Office Professional

Kathy Moore

Office Professional

Phone 813-822-1493

My qualifications
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Florida
  • Georgia
  • Indiana
  • Maryland
  • North Carolina
  • Tennessee
  • Texas
  • West Virginia

Insights

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What is a multi-year guaranteed annuity (MYGA) & how does it work?
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k
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The Power of Membership Tuesday, May 5 at 12:00p.m. - 12:30p.m. When you’re a Thrivent member, you’re part of a caring community focused on giving back and making a meaningful difference. Join us for a free, members-only event where we’ll walk through the many benefits and programs available to support a more generous, purposeful life. Open to all members, but space is limited—registration is required. We’d love to see you there! Registration Link: [https://bit.ly/pom_socials_sw_may] Disclosure: No products will be sold. For additional disclosures, visit thrivent.com/social.
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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j
Office location
Brandon Location
407 N Parsons Ave Ste 101
Brandon, FL 33510
Phone813-822-1493Hours
M – F: 9 a.m. – 5 p.m.
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