Aaron Allwardt (CRD# 7290155) is an Investment Advisor Representative working at Credit Union Investment Services in Oak Ridge, NC and has over 3 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Nov 2020 - Current | 3 |
| Secu Brokerage Services | Raleigh, NC | Aug 2020 - Current | 3 |
| Secu Life Insurance Company | Raleigh, NC | Aug 2020 - Current | 3 |
| State Employees' Credit Union | Oak Ridge, NC | May 2017 - Current | 7 |
| Whitman Construction | Greensboro, NC | Sep 2016 - Apr 2017 | < 1 |
| Rockingham County Schools | Eden, NC | Aug 2015 - Sep 2016 | 1 |
| Montabella Community Schools | Blanchard, MI | Aug 2014 - Jul 2015 | < 1 |
| Fulton Schools | Middleton, MI | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
| S63 | Uniform Securities State Law Examination | Nov 2020 |
- 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
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