Leslie Mitchell, financial advisor Burgaw NC

Leslie Mitchell

CRD Number: 5894878
Current Firm: Credit Union Investment Services

Leslie Mitchell (CRD# 5894878) is an Investment Advisor Representative working at Credit Union Investment Services in Burgaw, NC and has over 3 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
Secu Brokerage Services Raleigh, NC Jan 2017 - Current 3
Credit Union Investment Services Raleigh, NC Mar 2016 - Current 3
Secu Life Insurance Company Raleigh, NC Mar 2016 - Current 3
State Employees' Credit Union Whiteville, NC Mar 1999 - Current 20
Credit Union Investment Services Raleigh, NC Jun 2011 - Feb 2013 1
Secu Brokerage Services Raleigh, NC Feb 2011 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Leslie A. Mitchell
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
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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