William Barefoot, financial advisor Dunn NC

William Barefoot

CRD Number: 6376443
Current Firm: Credit Union Investment Services

William Barefoot (CRD# 6376443) is an Investment Advisor Representative working at Credit Union Investment Services in Dunn, NC and has over 8 years of experience in the finance industry.

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Principal Securities, Inc.
Company Name Location Dates Years
Members Trust Company Tampa, FL Sep 2015 - Current 7
Secu Life Insurance Company Raleigh, NC Nov 2014 - Current 8
Credit Union Investment Services Raleigh, NC Nov 2014 - Current 8
Secu Brokerage Services Raleigh, NC Jul 2014 - Current 8
State Employees' Credit Union Dunn, NC Mar 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for William J. Barefoot
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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