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
  • Other
Advisory Services Offered
  • Financial planning services
  • 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 470 top financial advisors.
1
Barbara F. Banadyga
CRD#: 5323327
701 N. Broadway Avenue, Asheville, NC 28804
96
Wealthminder
score

Barbara Banadyga (CRD# 5323327) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 9 years of experience in the finance industry. Barbara Banadyga 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.

2
Danny E. Bostic
CRD#: 5259685
119 North Salisbury Street, 6th Floor, Raleigh, NC 27603
96
Wealthminder
score

Danny Bostic (CRD# 5259685) 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. Danny Bostic 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.

3
Tenesha T. Carter
CRD#: 5200270
119 North Salisbury Street, 6th Floor, Raleigh, NC 27603
96
Wealthminder
score

Tenesha Carter (CRD# 5200270) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 10 years of experience in the finance industry. Tenesha Carter 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.

4
Peggy B. Cherry
CRD#: 5323365
124 Mcarthur Rd, Fayetteville, NC 28311
96
Wealthminder
score

Peggy Cherry (CRD# 5323365) is an Investment Advisor Representative working at Credit Union Investment Services in Fayetteville, NC and has over 9 years of experience in the finance industry. Peggy Cherry 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.

5
Sandra C. Coburn
CRD#: 4722193
119 N Salisbury St., Raleigh, NC 27603
96
Wealthminder
score

Sandra Coburn (CRD# 4722193) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 13 years of experience in the finance industry. Sandra Coburn 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.

6
Erica M. Deaton
CRD#: 5317745
40 Charlie Brown Rd., Burnsville, NC 28714
96
Wealthminder
score

Erica Deaton (CRD# 5317745) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 9 years of experience in the finance industry. Erica Deaton 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.

7
Kenneth R. Garris
CRD#: 5322408
141 Sanders Road, Wilmington, NC 28412
96
Wealthminder
score

Kenneth Garris (CRD# 5322408) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has over 9 years of experience in the finance industry. Kenneth Garris 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.

8
Brent L. Glover
CRD#: 5322335
1310 Washington St, Hwy 17 S, Williamston, NC 27892
96
Wealthminder
score

Brent Glover (CRD# 5322335) is an Investment Advisor Representative working at Credit Union Investment Services in Williamston, NC and has over 9 years of experience in the finance industry. Brent Glover 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
Mark H. Greene
CRD#: 4720104
2623 Alamance Rd., Burlington, NC 27215
96
Wealthminder
score

Mark Greene (CRD# 4720104) is an Investment Advisor Representative working at Credit Union Investment Services in Burlington, NC and has over 12 years of experience in the finance industry. Mark Greene 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.

10
Paul A. Griffin
CRD#: 4685792
1742 Wilkesboro Road, North, Statesville, NC 28687
96
Wealthminder
score

Paul Griffin (CRD# 4685792) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has over 13 years of experience in the finance industry. Paul Griffin 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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