Patrick Hurst - Thrivent
Why pick this one
Patrick Hurst - Thrivent provides financial guidance from Wilmington, holds FINRA Series 7 and 66 qualifications, and serves clients across the country.
Best for
- Beneficiaries planning distributions from inherited IRAs
- Individuals approaching retirement
- Families seeking legacy planning
- Clients evaluating disability income or life insurance coverage
- Individuals seeking values-based financial planning
Look elsewhere if
- Clients needing legal, accounting, or tax advice rather than financial guidance
Specialties
- inherited IRA distribution strategies
- retirement planning
- legacy planning
- portfolio rebalancing
- disability income insurance planning
Certifications
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Investment Adviser Representative
- Securities Industry Essentials
- Insurance License #21568365
What makes them different
- Based in Wilmington, North Carolina, and serves clients across the country
- Holds undergraduate degrees in Finance and International Business from Appalachian State University
- Earned a Master of Business Administration from the University of North Carolina Wilmington
- Licensed in numerous states, including North Carolina, Florida, Texas, Virginia, and Wisconsin
- Combines FinTech, market analysis, corporate accounting, treasury, and business intelligence experience with financial advising
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 4621 Bramton Rd, Wilmington, NC 28405
- Phone
- 7275012407
- Website
- https://connect.thrivent.com/james-hurst?utm_so...
- james.hurst@thrivent.com
Services
- holistic financial planning
- investment advisory
- retirement planning
- insurance planning
- life insurance planning
- financial education