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).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

NC
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.