William BarefootCRD 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.
Lpl Financial LLC
Principal Securities, Inc.
|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|
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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