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Jeff Headrick

Inspire Financial Planning

1213 Culbreth Drive

Wilmington, NC 28405
(910) 4481450

Financial Planning and Wealth Management

About Inspire Financial Planning

While we are an independent firm, we rely on our collaboration with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you a high level of investment services.

General Information

Firm Start Year

2018

No.of Employees

2-4

CRD#

4516694

Firm CRD#

157423

Name of Custodial Firm

TD Ameritrade & Charles Schwab

States Licensed in

NC

Years of Experience in Financial Services

20

Number of Years with Current Firm

2

Services

Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At your home, At my office, Via phone, At your office, Video Conference

Compliance

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Disability, Health, Life

Firm Information

Firm's Number of Clients

50

Firm's Number of Planning Clients

n/a

Firm's Number of Managed Clients

n/a

Assets Managed by Firm

n/a

Assets Managed by Advisor

n/a

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Flat Fee

Education

Bachelor of Arts - English

Coastal Carolina University
1992 - 1996

Disclosures

https://www.alphastarcm.com/Documents/Important_dis claimer-1.pdf

Disclaimer

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Inspire Financial Planning are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Inspire Financial Planning does not offer legal or tax advice.