Garrett Malin, financial advisor Greensboro NC

Garrett Malin

CRD Number: 6590506
Current Firm: Credit Union Investment Services

Garrett Malin (CRD# 6590506) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Nov 2018 - Current 5
Secu Brokerage Services Raleigh, NC Mar 2017 - Current 7
Secu Life Insurance Company Raleigh, NC Mar 2017 - Current 7
Credit Union Investment Services Raleigh, NC Mar 2017 - Current 7
State Employees' Credit Union Greensboro, NC Jul 2016 - Current 7
Country Capital Management Company Bloomington, IL Dec 2015 - May 2016 < 1
Pizza Hut Appleton, WI Jan 2013 - Dec 2015 2
University Of Wisconsin-oshkosh Oshkosh, WI Sep 2011 - Dec 2015 4
Subway Neenah, WI Mar 2009 - May 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Garrett R. Malin
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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