Charles AgnewCRD Number: 6645397
Current Firm: Credit Union Investment Services
Charles Agnew (CRD# 6645397) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Members Trust Company||Tampa, FL||Oct 2019 - Current||3|
|Credit Union Investment Services||Raleigh, NC||Aug 2016 - Current||6|
|Secu Brokerage Services||Raleigh, NC||May 2016 - Current||7|
|Secu Life Insurance Company||Raleigh, NC||May 2016 - Current||7|
|State Employees' Credit Union||Charlotte, NC||Apr 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
|S63||Uniform Securities State Law Examination||Aug 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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