Philip Lahr, financial advisor Asheboro NC

Philip Lahr

CRD Number: 5716783
Current Firm: Credit Union Investment Services

Philip Lahr (CRD# 5716783) is an Investment Advisor Representative working at Credit Union Investment Services in Asheboro, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Raleigh, NC Oct 2018 - Current 5
Credit Union Investment Services Raleigh, NC Jun 2017 - Current 6
Secu Brokerage Services Raleigh, NC Jun 2017 - Current 6
Secu Life Insurance Company Raleigh, NC Jun 2017 - Current 6
State Employees' Credit Union Asheboro, NC May 2016 - Current 7
Axa Advisors, LLC New York, NY Sep 2009 - May 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Philip A. Lahr
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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