Kjersti Lockhart (CRD# 7358867) is an Investment Advisor Representative working at Credit Union Investment Services in Roxboro, NC and has over 2 years of experience in the finance industry.
CRD# 2695770
Edward Jones
CRD# 5556798
Lpl Financial LLC
CRD# 1832455
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Jul 2022 - Current | 1 |
| Credit Union Investment Services | Raleigh, NC | Jul 2021 - Current | 2 |
| Secu Brokerage Services | Raleigh, NC | Mar 2021 - Current | 3 |
| Secu Life Insurance Company | Raleigh, NC | Mar 2021 - Current | 3 |
| State Employees' Credit Union | Roxboro, NC | Jul 2016 - Current | 7 |
| Kirby Cultural Arts Complex | Roxboro, NC | Feb 2016 - Jun 2016 | < 1 |
| North Carolina Conference Of The United Methodist Church | Raleigh, NC | Jul 2009 - Jun 2016 | 6 |
| Liaison International | Watertown, MA | Dec 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- 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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