David O. Calloway,  CFP<sup>&reg;</sup> - Financial Advisor

David O. Calloway, CFP®

Director of Investments

Thrivent Financial

5540 Centerview Dr, Ste 418
Raleigh, NC 27606
(919) 852-1971

General

David Calloway is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thrivent Financial in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - FIC

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NY
  • Variable annuities: NC

Broker-Dealer Affiliation

Thrivent Investment Management, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources