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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Credit Union Investment Services
Showing 91 - 100 of 232 top financial advisors.
91
James Parrish, financial advisor Sanford NC
James B. Parrish
CRD#: 6045216
1002 Spring Ln, Sanford, NC 27330

James Parrish (CRD# 6045216) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has over 11 years of experience in the finance industry.

92
Douglas Payne, financial advisor Raleigh NC
Douglas A. Payne
CRD#: 6150663
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Douglas Payne (CRD# 6150663) 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.

93
Stephen Pierce, financial advisor Raleigh NC
Stephen S. Pierce
CRD#: 5983893
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Stephen Pierce (CRD# 5983893) 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.

94
Joseph Pipkin, financial advisor Burlington NC
Joseph D. Pipkin
CRD#: 6716034
2623 Alamance Road, Burlington, NC 27215

Joseph Pipkin (CRD# 6716034) is an Investment Advisor Representative working at Credit Union Investment Services in Burlington, NC and has over 7 years of experience in the finance industry.

95
Kimberly Pittman, financial advisor Raleigh NC
Kimberly D. Pittman
CRD#: 6188385
801 Hillsborough St., Raleigh, NC 27603

Kimberly Pittman (CRD# 6188385) 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.

96
Zachary Pittman, financial advisor Lumberton NC
Zachary R. Pittman
CRD#: 6398747
4840 Fayetteville Road, Lumberton, NC 28358

Zachary Pittman (CRD# 6398747) is an Investment Advisor Representative working at Credit Union Investment Services in Lumberton, NC and has over 9 years of experience in the finance industry.

97
Emily Poole, financial advisor Southport NC
Emily M. Poole
CRD#: 5966684
5190 Eason St, Southport, NC 28461

Emily Poole (CRD# 5966684) is an Investment Advisor Representative working at Credit Union Investment Services in Southport, NC and has over 12 years of experience in the finance industry.

98
Joe Poran, financial advisor Chapel Hill NC
Joe J. Poran
CRD#: 6344092
173 N Chatham Pkwy, Chapel Hill, NC 27517

Joe Poran (CRD# 6344092) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 9 years of experience in the finance industry.

99
Logan Price, financial advisor Raleigh NC
Logan S. Price
CRD#: 6252731
801 Hillsborough Street, Raleigh, NC 27603

Logan Price (CRD# 6252731) 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.

100
Diana Rath, financial advisor Greenville NC
Diana S. Rath
CRD#: 6080380
2296 South Charles Blvd, Greenville, NC 27858

Diana Rath (CRD# 6080380) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 11 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.

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