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 101 - 110 of 232 top financial advisors.
101
Amber Roemmich, financial advisor Durham NC
Amber B. Roemmich
CRD#: 6747076
4055 Chapel Hill Blvd, Durham, NC 27707

Amber Roemmich (CRD# 6747076) is an Investment Advisor Representative working at Credit Union Investment Services in Durham, NC and has over 7 years of experience in the finance industry.

102
Aaron Sauls, financial advisor Washington NC
Aaron B. Sauls
CRD#: 5648250
152 Whispering Pines Road, Washington, NC 27889

Aaron Sauls (CRD# 5648250) is an Investment Advisor Representative working at Credit Union Investment Services in Washington, NC and has over 14 years of experience in the finance industry.

103
Julian Scarborough, financial advisor Wilmington NC
Julian G. Scarborough
CRD#: 6976541
2721 Northchase Parkway Se, Wilmington, NC 28405

Julian Scarborough (CRD# 6976541) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has over 5 years of experience in the finance industry.

104
Darlene Scoggins, financial advisor Cary NC
Darlene H. Scoggins
CRD#: 5826859
531 Walnut Street, Cary, NC 27511

Darlene Scoggins (CRD# 5826859) is an Investment Advisor Representative working at Credit Union Investment Services in Cary, NC and has over 13 years of experience in the finance industry.

105
Stephanie Shaw, financial advisor Flat Rock NC
Stephanie P. Shaw
CRD#: 6861203
90 Commercial Blvd, Flat Rock, NC 28731

Stephanie Shaw (CRD# 6861203) is an Investment Advisor Representative working at Credit Union Investment Services in Flat Rock, NC and has over 6 years of experience in the finance industry.

106
Joshua Shellman, financial advisor Raleigh NC
Joshua S. Shellman
CRD#: 6392283
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Joshua Shellman (CRD# 6392283) 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.

107
Lori Silverthorn, financial advisor Morehead City NC
Lori Y. Silverthorn
CRD#: 5316961
5073 Executive Dr, Morehead City, NC 28557

Lori Silverthorn (CRD# 5316961) is an Investment Advisor Representative working at Credit Union Investment Services in Morehead City, NC and has over 17 years of experience in the finance industry.

108
Peter Simms, financial advisor Raleigh NC
Peter B. Simms
CRD#: 6377097
801 Hillsborough Street, Raleigh, NC 27603

Peter Simms (CRD# 6377097) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 9 years of experience in the finance industry.

109
Casey Simpson, financial advisor Jacksonville NC
Casey A. Simpson
CRD#: 6840063
235 Wilmington Hwy, Jacksonville, NC 28540

Casey Simpson (CRD# 6840063) 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.

110
Cassandra Smith, financial advisor Morganton NC
Cassandra N. Smith
CRD#: 4391891
130 Carbon City Road, Morganton, NC 28655

Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, 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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