Brandy Carlson, financial advisor Benson NC

Brandy Carlson

CRD Number: 6450397
Current Firm: Credit Union Investment Services

Brandy Carlson (CRD# 6450397) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Oct 2018 - Current 1
Wedding Bartender - Self Employed Selma, NC Sep 2017 - Current 2
Credit Union Investment Services Raleigh, NC Jun 2015 - Current 4
Secu Brokerage Services Raleigh, NC Feb 2015 - Current 4
Secu Life Insurance Company Raleigh, NC Feb 2015 - Current 4
State Employees' Credit Union Benson, NC Apr 2005 - Current 14
Limited Access Smithfield, NC Oct 2013 - Aug 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Brandy P. Carlson
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
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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