Emily Poole (CRD# 5966684) is an Investment Advisor Representative working at Credit Union Investment Services in Southport, NC and has over 12 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 2774334
Lumina Wealth Management, LLC
CRD# 5582433
Old North State Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Current | 9 |
| Members Trust Company | Tampa, FL | Aug 2013 - Current | 10 |
| Credit Union Investment Services | Raleigh, NC | Nov 2011 - Current | 12 |
| Secu Brokerage Services | Raleigh, NC | Aug 2011 - Current | 12 |
| State Employees' Credit Union | Southport, NC | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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