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Terry L Halvorson

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Terry L Halvorson
Financial Consultant
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ChFC®, FIC, CLTC®
Part of the Five Oaks Financial Advisors practice
A Little More About Me
A Little More About Me

Spending time with friends, family and being active and involved in the community is important to me. This is the best way to enjoy my free time. 


Organizations I Care About

  • Member of Spirit of Joy Lutheran Church
  • Affiliated with Carolina Sports
  • Gaston County Habitat for Humanity
  • Heaven’s Kitchen
About Me
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Hobbies and Interests

  • Playing Softball
  • Weight Training
  • ATVing
  • Highland Games
About Me
Advisor Image
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can achieve your goals.
My qualifications
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Massachusetts
  • Michigan
  • Minnesota
  • Montana
  • New Jersey
  • North Carolina
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin
Office location
Charlotte Location
Ste 109 4530 Park Rd
Charlotte, NC 28209
Phone980-270-4305Hours
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