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).

Current Firm Details
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603
https://www.ncsecu.org/
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 222 top financial advisors.
1
Charles Agnew, financial advisor Charlotte NC
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 6 years of experience in the finance industry.

2
Nicholas Aldridge, financial advisor Black Mountain NC
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 12 years of experience in the finance industry.

3
Elizabeth Anderson, financial advisor Arden NC
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 5 years of experience in the finance industry.

4
Perry Aycock, financial advisor Jacksonville NC
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 6 years of experience in the finance industry.

5
Kelly Baldwin, financial advisor Mint Hill NC
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 18 years of experience in the finance industry.

6
Stephen Barden, financial advisor Benson NC
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 8 years of experience in the finance industry.

7
William Barefoot, financial advisor Dunn NC
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 8 years of experience in the finance industry.

8
Joshua Barwick, financial advisor Benson NC
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 10 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 Brennan, financial advisor Fuquay Varina NC
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 5 years of experience in the finance industry.

10
Sean Brennan, financial advisor Raleigh NC
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 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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