Charles Agnew, financial advisor Charlotte NC

Charles Agnew

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Oct 2019 - Current 4
Credit Union Investment Services Raleigh, NC Aug 2016 - Current 7
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
Contact Info for Charles B. Agnew
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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