Brandy CarlsonCRD 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.
Blue Water Capital Management, LLC
Eqis Capital Management
One Providence Capital
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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