Kyle Marks, financial advisor Raleigh NC

Kyle Marks

CRD Number: 5896482
Current Firm: Credit Union Investment Services

Kyle Marks (CRD# 5896482) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Secu Life Insurance Company Raleigh, NC Oct 2014 - Current 9
Members Trust Company Tampa, FL Sep 2012 - Current 11
Credit Union Investment Services Raleigh, NC Jul 2011 - Current 12
Secu Brokerage Services Raleigh, NC Feb 2011 - Current 13
State Employees' Credit Union Raleigh, NC Jan 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Kyle W. Marks
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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