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
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Credit Union Investment Services
Showing 1 - 10 of 570 top financial advisors.
1
Dustin Z. Adams
CRD#: 4723787
Wilmington, NC 28403

Dustin Adams (CRD# 4723787) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has over 15 years of experience in the finance industry.

2
Kendra O. Adams
CRD#: 5526969
High Point, NC 27262

Kendra Adams (CRD# 5526969) is an Investment Advisor Representative working at Credit Union Investment Services in High Point, NC and has over 11 years of experience in the finance industry.

3
Stephanie M. Adams
CRD#: 6909890
Charlotte, NC 28216

Stephanie Adams (CRD# 6909890) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has 1 year of experience in the finance industry.

4
Charles B. Agnew
CRD#: 6645397
Charlotte, NC 28204

Charles Agnew (CRD# 6645397) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has over 3 years of experience in the finance industry.

5
Jessica J. Albritton
CRD#: 5805074
Plymouth, NC 27962

Jessica Albritton (CRD# 5805074) is an Investment Advisor Representative working at Credit Union Investment Services in Plymouth, NC and has over 2 years of experience in the finance industry.

6
Nicholas S. Aldridge
CRD#: 5864228
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 8 years of experience in the finance industry.

7
Katherine C. Allegood
CRD#: 6223965
Goldsboro, NC 27530

Katherine Allegood (CRD# 6223965) is an Investment Advisor Representative working at Credit Union Investment Services in Goldsboro, NC and has over 6 years of experience in the finance industry.

8
Ross G. Allen
CRD#: 6407186
Greenville, NC 27835

Ross Allen (CRD# 6407186) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has 1 year of experience in the finance industry. Ross Allen 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
Margaret A. Alphin
CRD#: 6857219
New Bern, NC 28562

Margaret Alphin (CRD# 6857219) is an Investment Advisor Representative working at Credit Union Investment Services in New Bern, NC and has over 2 years of experience in the finance industry.

10
Angela A. Ambrose
CRD#: 6700751
Raleigh, NC 27603

Angela Ambrose (CRD# 6700751) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 2 years of experience in the finance industry. Angela Ambrose 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.

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