Stephen Eudy, financial advisor Albemarle NC

Stephen Eudy

CRD Number: 6330901
Current Firm: Credit Union Investment Services

Stephen Eudy (CRD# 6330901) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Oct 2018 - Current 5
Secu Brokerage Services Raleigh, NC May 2017 - Current 6
Credit Union Investment Services Raleigh, NC May 2017 - Current 6
Secu Life Insurance Company Raleigh, NC Nov 2014 - Current 9
State Employees' Credit Union Albemarle, NC Oct 2010 - Current 13
Tlc At Home Albemarle, NC Jun 2006 - Current 17
Credit Union Investment Services Raleigh, NC Jul 2014 - Jul 2015 1
Secu Brokerage Services Raleigh, NC May 2014 - Jul 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Stephen M. Eudy
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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