Aaron Sauls, financial advisor Washington NC

Aaron Sauls

CRD Number: 5648250
Current Firm: Credit Union Investment Services

Aaron Sauls (CRD# 5648250) is an Investment Advisor Representative working at Credit Union Investment Services in Washington, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Oct 2017 - Current 6
Secu Life Insurance Company Raleigh, NC Oct 2014 - Current 9
Credit Union Investment Services Raleigh, NC Jun 2009 - Current 14
Secu Brokerage Services Raleigh, NC Feb 2009 - Current 15
State Employees' Credit Union Washington, NC Apr 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Aaron B. Sauls
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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