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 21 - 30 of 225 top financial advisors.
21
Michael Conley, financial advisor Southern Pines NC
Michael P. Conley
CRD#: 5052983
10955 Us 15/501, Southern Pines, NC 28387

Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 8 years of experience in the finance industry. Michael Conley 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.

22
Amber Creed, financial advisor Pilot Mountain NC
Amber B. Creed
CRD#: 6952330
204 Lola Ln, Pilot Mountain, NC 27041

Amber Creed (CRD# 6952330) is an Investment Advisor Representative working at Credit Union Investment Services in Pilot Mountain, NC and has over 4 years of experience in the finance industry.

23
Zachary Curtis, financial advisor Asheville NC
Zachary W. Curtis
CRD#: 6829440
One Oak Plaza, Suite 101, Asheville, NC 28801

Zachary Curtis (CRD# 6829440) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 5 years of experience in the finance industry.

24
Sheila Dalton, financial advisor Gastonia NC
Sheila C. Dalton
CRD#: 5323377
2709 Union Rd., Gastonia, NC 28054

Sheila Dalton (CRD# 5323377) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 16 years of experience in the finance industry.

25
Joshua Davis, financial advisor Raleigh NC
Joshua V. Davis
CRD#: 6163521
8551 Colonnade Center Dr., Raleigh, NC 27615

Joshua Davis (CRD# 6163521) 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. Joshua Davis 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.

26
Dana Dawson, financial advisor Wilson NC
Dana F. Dawson
CRD#: 6411669
3004 Nc 42 West, Wilson, NC 27893

Dana Dawson (CRD# 6411669) is an Investment Advisor Representative working at Credit Union Investment Services in Wilson, NC and has over 8 years of experience in the finance industry.

27
Chelsea Deese, financial advisor Clayton NC
Chelsea A. Deese
CRD#: 7063719
37 Briarcliff Dr., Clayton, NC 27527

Chelsea Deese (CRD# 7063719) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has over 4 years of experience in the finance industry.

28
Mariah Dockery, financial advisor Clyde NC
Mariah R. Dockery
CRD#: 6251924
24 Credit Union Way, Clyde, NC 28721

Mariah Dockery (CRD# 6251924) is an Investment Advisor Representative working at Credit Union Investment Services in Clyde, NC and has over 9 years of experience in the finance industry.

29
Abby Drawdy, financial advisor Bermuda Run NC
Abby E. Drawdy
CRD#: 6674610
184 Yadkin Valley Rd, Bermuda Run, NC 27006

Abby Drawdy (CRD# 6674610) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has over 6 years of experience in the finance industry.

30
Brandon Earl, financial advisor Greensboro NC
Brandon D. Earl
CRD#: 6388685
615 Millwood School Rd, Greensboro, NC 27409

Brandon Earl (CRD# 6388685) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, 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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