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 111 - 120 of 232 top financial advisors.
111
Christopher Smith, financial advisor Raleigh NC
Christopher R. Smith
CRD#: 6318287
801 Hillsborough St., 3rd Floor, Raleigh, NC 27603

Christopher Smith (CRD# 6318287) 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.

112
Jeremy Smith, financial advisor Raleigh NC
Jeremy A. Smith
CRD#: 6843613
801 Hillsborough St., 3rd Floor, Raleigh, NC 27603

Jeremy Smith (CRD# 6843613) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 6 years of experience in the finance industry.

113
Martha Smith, financial advisor Raleigh NC
Martha K. Smith
CRD#: 5966070
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Martha Smith (CRD# 5966070) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 6 years of experience in the finance industry.

114
Stephen Sorrell, financial advisor Hillsborough NC
Stephen H. Sorrell
CRD#: 3225608
2313 Old Nc 86, Hillsborough, NC 27278

Stephen Sorrell (CRD# 3225608) is an Investment Advisor Representative working at Credit Union Investment Services in Hillsborough, NC and has over 5 years of experience in the finance industry.

115
Joshua South, financial advisor Kannapolis NC
Joshua R. South
CRD#: 6404028
2312 Coldwater Ridge Dr., Kannapolis, NC 28083

Joshua South (CRD# 6404028) is an Investment Advisor Representative working at Credit Union Investment Services in Kannapolis, NC and has over 9 years of experience in the finance industry.

116
Deana Spainhour, financial advisor Lincolnton NC
Deana M. Spainhour
CRD#: 5736983
110 Sigmon Rd, Lincolnton, NC 28092

Deana Spainhour (CRD# 5736983) is an Investment Advisor Representative working at Credit Union Investment Services in Lincolnton, NC and has over 7 years of experience in the finance industry.

117
Joycelyn Stokes, financial advisor Rocky Mount NC
Joycelyn Y. Stokes
CRD#: 6364007
2550 Benvenue Rd, Rocky Mount, NC 27804

Joycelyn Stokes (CRD# 6364007) is an Investment Advisor Representative working at Credit Union Investment Services in Rocky Mount, NC and has over 8 years of experience in the finance industry.

118
Jonathan Stout, financial advisor Bermuda Run NC
Jonathan B. Stout
CRD#: 6066245
184 Yadkin Valley Rd., Bermuda Run, NC 27006

Jonathan Stout (CRD# 6066245) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has over 11 years of experience in the finance industry.

119
Katherine Surles, financial advisor Raleigh NC
Katherine L. Surles
CRD#: 6134704
2401 Blue Ridge Rd, Raleigh, NC 27607

Katherine Surles (CRD# 6134704) 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.

120
Christy Sutton, financial advisor Arden NC
Christy R. Sutton
CRD#: 4804217
2631 Hendersonville Rd, Arden, NC 28704

Christy Sutton (CRD# 4804217) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 19 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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