Joshua BarwickCRD Number: 6078958
Current Firm: Credit Union Investment Services
Joshua Barwick (CRD# 6078958) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 10 years of experience in the finance industry. Joshua Barwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
|Members Trust Company||Tampa, FL||Aug 2016 - Current||6|
|Secu Life Insurance Company||Raleigh, NC||Sep 2014 - Current||8|
|Secu Brokerage Services||Raleigh, NC||Jun 2012 - Current||11|
|Credit Union Investment Services||Raleigh, NC||Jun 2012 - Current||11|
|State Employees' Credit Union||Benson, NC||Oct 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
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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