Nicholas Aldridge, financial advisor Black Mountain NC

Nicholas Aldridge

CRD Number: 5864228
Current Firm: Credit Union Investment Services

Nicholas Aldridge (CRD# 5864228) is an Investment Advisor Representative working at Credit Union Investment Services in Black Mountain, NC and has over 12 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 8
Members Trust Company Tampa, FL Aug 2013 - Current 9
Credit Union Investment Services Raleigh, NC Mar 2011 - Current 12
Secu Brokerage Services Raleigh, NC Nov 2010 - Current 12
State Employees' Credit Union Black Mountain, NC Aug 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Nicholas S. Aldridge
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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