Kristie Boles, financial advisor Benson NC

Kristie Boles

CRD Number: 5857318
Current Firm: Credit Union Investment Services

Kristie Boles (CRD# 5857318) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Secu Life Insurance Company Raleigh, NC Sep 2014 - Current 5
Members Trust Company Tampa, FL Oct 2011 - Current 8
Credit Union Investment Services Raleigh, NC Jan 2011 - Current 9
Secu Brokerage Services Raleigh, NC Oct 2010 - Current 9
State Employees' Credit Union Benson, NC Apr 2004 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Kristie L. Boles
Phone Number: 800-451-5467
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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