Ryan West (CRD# 6974495) is an Investment Advisor Representative working at Credit Union Investment Services in Marion, NC and has over 5 years of experience in the finance industry.
CRD# 1029891
Winning Points Advisors, LLC
CRD# 1466344
Liberated Investor Advisors, LLC
CRD# 5864228
Credit Union Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Sep 2019 - Current | 4 |
| East Marion Baptist Church | Marion, NC | Oct 2018 - Current | 5 |
| Credit Union Investment Services | Raleigh, NC | Sep 2018 - Current | 5 |
| Secu Brokerage Services | Raleigh, NC | Jun 2018 - Current | 5 |
| Secu Life Insurance Company | Raleigh, NC | Jun 2018 - Current | 5 |
| State Employees' Credit Union | Marion, NC | Feb 2016 - Current | 8 |
| Western North Carolina Group Home For Autistic People | Asheville, NC | Jun 2015 - Feb 2016 | < 1 |
| Omni Grove Park Inn | Asheville, NC | Jun 2014 - Jun 2015 | 1 |
| Enterprise Rent A Car | Hickory, NC | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- NC
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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
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