Jared Smith (CRD# 7557173) is an Investment Advisor Representative working at Credit Union Investment Services in Lumberton, NC and has 1 year of experience in the finance industry.
CRD# 1702456
Truist Advisory Services, Inc.
CRD# 6645479
Credit Union Investment Services
CRD# 6578789
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Jul 2022 - Current | 1 |
| Secu Brokerage Services | Raleigh, NC | May 2022 - Current | 2 |
| Secu Life Insurance Company | Raleigh, NC | May 2022 - Current | 2 |
| State Employees' Credit Union | Lumberton, NC | Jul 2015 - Current | 8 |
| University Of North Carolina At Pembroke | Pembroke, NC | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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 derived from SEC.gov data covering 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.
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.