Sheila Dalton, financial advisor Gastonia NC

Sheila Dalton

CRD Number: 5323377
Current Firm: Credit Union Investment Services

Sheila Dalton (CRD# 5323377) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 16 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Gastonia NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Gastonia NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Michael Kreimer, financial advisor Gastonia NC
Michael W. Kreimer
CRD# 1451905
Eudaimonia Partners, LLC
Company Name Location Dates Years
Members Trust Company Tampa, FL Jul 2022 - Current 1
Secu Life Insurance Company Raleigh, NC Sep 2014 - Current 9
Credit Union Investment Services Raleigh, NC Sep 2007 - Current 16
Secu Brokerage Services Raleigh, NC Apr 2007 - Current 16
State Employees' Credit Union Gastonia, NC Jan 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Sheila C. Dalton
Phone Number: 800-451-5467
Firm Website:
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Sheila Dalton and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.