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 31 - 40 of 225 top financial advisors.
31
Terri Edwards, financial advisor Robbinsville NC
Terri K. Edwards
CRD#: 6039358
370 Tallulah Road, Robbinsville, NC 28771

Terri Edwards (CRD# 6039358) is an Investment Advisor Representative working at Credit Union Investment Services in Robbinsville, NC and has over 10 years of experience in the finance industry.

32
Sarah Elder, financial advisor Winston Salem NC
Sarah R. Elder
CRD#: 6925474
134 S Stratford Rd, Winston Salem, NC 27104

Sarah Elder (CRD# 6925474) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 4 years of experience in the finance industry.

33
Kisha Ellerbe, financial advisor Rockingham NC
Kisha R. Ellerbe
CRD#: 6681552
114 W Franklin St., Rockingham, NC 28379

Kisha Ellerbe (CRD# 6681552) is an Investment Advisor Representative working at Credit Union Investment Services in Rockingham, NC and has over 6 years of experience in the finance industry.

34
Amanda English, financial advisor Burgaw NC
Amanda M. English
CRD#: 6200813
1000 Rhodes Ave., Burgaw, NC 28425

Amanda English (CRD# 6200813) is an Investment Advisor Representative working at Credit Union Investment Services in Burgaw, NC and has over 9 years of experience in the finance industry.

35
Stephen Eudy, financial advisor Albemarle NC
Stephen M. Eudy
CRD#: 6330901
301 Nc 740 Bypass, Albemarle, NC 28001

Stephen Eudy (CRD# 6330901) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 8 years of experience in the finance industry.

36
Jennifer Evans, financial advisor Wendell NC
Jennifer H. Evans
CRD#: 6777487
605 Wendell Blvd, Wendell, NC 27591

Jennifer Evans (CRD# 6777487) is an Investment Advisor Representative working at Credit Union Investment Services in Wendell, NC and has over 5 years of experience in the finance industry.

37
Tabitha Evans, financial advisor Belville NC
Tabitha N. Evans
CRD#: 6253825
51 Gregory Rd, Belville, NC 28451

Tabitha Evans (CRD# 6253825) is an Investment Advisor Representative working at Credit Union Investment Services in Belville, NC and has over 9 years of experience in the finance industry.

38
Melissa Finch, financial advisor Arden NC
Melissa T. Finch
CRD#: 6516385
2631 Hendersonville Rd, Arden, NC 28704

Melissa Finch (CRD# 6516385) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 7 years of experience in the finance industry.

39
Allison Flippin, financial advisor Raleigh NC
Allison M. Flippin
CRD#: 6773344
3300 Hammond Rd, Raleigh, NC 27603

Allison Flippin (CRD# 6773344) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 5 years of experience in the finance industry. Allison Flippin 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.

40
Benjamin Foreman, financial advisor Raleigh NC
Benjamin C. Foreman
CRD#: 6865629
6400 Town Center Dr., Raleigh, NC 27616

Benjamin Foreman (CRD# 6865629) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 5 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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