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 11 - 20 of 225 top financial advisors.
11
Jason Brittingham, financial advisor Winston Salem NC
Jason A. Brittingham
CRD#: 5727095
134 S. Stratford Rd., Winston Salem, NC 27104

Jason Brittingham (CRD# 5727095) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 13 years of experience in the finance industry.

12
Philip Brown, financial advisor Chapel Hill NC
Philip T. Brown
CRD#: 6651096
1010 S Hamilton Rd, Chapel Hill, NC 27517

Philip Brown (CRD# 6651096) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 6 years of experience in the finance industry.

13
Timothy Byrd, financial advisor Raleigh NC
Timothy J. Byrd
CRD#: 5918091
119 North Salisbury St, Raleigh, NC 27603

Timothy Byrd (CRD# 5918091) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 11 years of experience in the finance industry.

14
Julie Byrne, financial advisor Boone NC
Julie A. Byrne
CRD#: 6793777
1470 Blowing Rock Rd, Boone, NC 28607

Julie Byrne (CRD# 6793777) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has over 5 years of experience in the finance industry. Julie Byrne 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.

15
Heather Cardwell, financial advisor Winston Salem NC
Heather L. Cardwell
CRD#: 6248987
134 South Stratford Road, Winston Salem, NC 27104

Heather Cardwell (CRD# 6248987) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 9 years of experience in the finance industry.

16
Brandy Carlson, financial advisor Smithfield NC
Brandy P. Carlson
CRD#: 6450397
401 M. Durwood Stephenson Parkway, Smithfield, NC 27577

Brandy Carlson (CRD# 6450397) is an Investment Advisor Representative working at Credit Union Investment Services in Smithfield, NC and has over 7 years of experience in the finance industry.

17
Paul Cathey, financial advisor Asheville NC
Paul W. Cathey
CRD#: 5765128
111 Smokey Park Hwy, Asheville, NC 28801

Paul Cathey (CRD# 5765128) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 12 years of experience in the finance industry.

18
Ashleigh Chadwick, financial advisor Lumberton NC
Ashleigh B. Chadwick
CRD#: 6645479
64 Nigel Road, Lumberton, NC 28360

Ashleigh Chadwick (CRD# 6645479) is an Investment Advisor Representative working at Credit Union Investment Services in Lumberton, NC and has over 6 years of experience in the finance industry.

19
Ginger Christmas, financial advisor Butner NC
Ginger B. Christmas
CRD#: 5531854
411 Central Ave., Butner, NC 27509

Ginger Christmas (CRD# 5531854) is an Investment Advisor Representative working at Credit Union Investment Services in Butner, NC and has over 14 years of experience in the finance industry.

20
Thomas Clayton, financial advisor Sylva NC
Thomas K. Clayton
CRD#: 6275200
1746 East Main St., Sylva, NC 28779

Thomas Clayton (CRD# 6275200) is an Investment Advisor Representative working at Credit Union Investment Services in Sylva, NC and has over 9 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals