Dixie Morgan (CRD# 7604536) is an Investment Advisor Representative working at Credit Union Investment Services in Andrews, NC and has 1 year of experience in the finance industry.
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 1861296
Edward Jones
CRD# 2082750
Concourse Financial Group Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Sep 2022 - Current | 1 |
| Secu Brokerage Services | Raleigh, NC | Jul 2022 - Current | 1 |
| Secu Life Insurance Company | Raleigh, NC | Jul 2022 - Current | 1 |
| State Employees' Credit Union | Andrews, NC | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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