Credit Union Investment Services

Credit Union Investment Services (CRD# 144871) is a financial advisory firm headquartered in Raleigh, NC. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Credit Union Investment Services
Showing 1 - 10 of 231 top financial advisors.
1
Charles B. Agnew
CRD#: 6645397
1130 East Third St., Charlotte, NC 28204

Charles Agnew (CRD# 6645397) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has over 7 years of experience in the finance industry.

2
Nicholas S. Aldridge
CRD#: 5864228
313 West State Street, Black Mountain, NC 28711

Nicholas Aldridge (CRD# 5864228) is an Investment Advisor Representative working at Credit Union Investment Services in Black Mountain, NC and has over 13 years of experience in the finance industry.

3
Elizabeth H. Anderson
CRD#: 6793256
2631 Hendersonville Rd., Arden, NC 28704

Elizabeth Anderson (CRD# 6793256) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 6 years of experience in the finance industry.

4
Perry Aycock
CRD#: 6700701
114 North Plain Rd, Jacksonville, NC 28541

Perry Aycock (CRD# 6700701) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 7 years of experience in the finance industry.

5
Kelly W. Baldwin
CRD#: 4791601
11529 Lawyers Rd, Mint Hill, NC 28227

Kelly Baldwin (CRD# 4791601) is an Investment Advisor Representative working at Credit Union Investment Services in Mint Hill, NC and has over 19 years of experience in the finance industry.

6
Stephen B. Barden
CRD#: 6400660
168 Annette Dr, Benson, NC 27504

Stephen Barden (CRD# 6400660) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 9 years of experience in the finance industry.

7
William J. Barefoot
CRD#: 6376443
200 Tilghman Dr, Dunn, NC 28334

William Barefoot (CRD# 6376443) is an Investment Advisor Representative working at Credit Union Investment Services in Dunn, NC and has over 9 years of experience in the finance industry.

8
Joshua A. Barwick
CRD#: 6078958
168 Annette Dr., Benson, NC 27504

Joshua Barwick (CRD# 6078958) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 11 years of experience in the finance industry. Joshua Barwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Robert H. Brennan
CRD#: 6862003
9900 Fayetteville Road, Fuquay Varina, NC 27603

Robert Brennan (CRD# 6862003) is an Investment Advisor Representative working at Credit Union Investment Services in Fuquay Varina, NC and has over 6 years of experience in the finance industry.

10
Sean P. Brennan
CRD#: 6400295
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Sean Brennan (CRD# 6400295) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 9 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.