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 121 - 130 of 230 top financial advisors.
121
Robert Talton, financial advisor Goldsboro NC
Robert A. Talton
CRD#: 6533461
1301 W Ash St. Ext., Goldsboro, NC 27530

Robert Talton (CRD# 6533461) is an Investment Advisor Representative working at Credit Union Investment Services in Goldsboro, NC and has over 8 years of experience in the finance industry.

122
James Thomas, financial advisor Pittsboro NC
James A. Thomas
CRD#: 6066514
35 Industrial Park Drive, Pittsboro, NC 28134

James Thomas (CRD# 6066514) is an Investment Advisor Representative working at Credit Union Investment Services in Pittsboro, NC and has over 11 years of experience in the finance industry.

123
Michael Timmons, financial advisor Hendersonville NC
Michael J. Timmons
CRD#: 6552400
1377 Asheville Hwy, Hendersonville, NC 28791

Michael Timmons (CRD# 6552400) is an Investment Advisor Representative working at Credit Union Investment Services in Hendersonville, NC and has over 8 years of experience in the finance industry.

124
John Tompkins, financial advisor Hickory NC
John H. Tompkins
CRD#: 6651160
2875 16th St. Ne, Hickory, NC 28601

John Tompkins (CRD# 6651160) is an Investment Advisor Representative working at Credit Union Investment Services in Hickory, NC and has over 7 years of experience in the finance industry.

125
Laura Tovar, financial advisor Raleigh NC
Laura J. Tovar
CRD#: 6364704
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Laura Tovar (CRD# 6364704) 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.

126
Chelsea Trimble, financial advisor Chapel Hill NC
Chelsea H. Trimble
CRD#: 5134851
310 Pittsboro St., Chapel Hill, NC 27516

Chelsea Trimble (CRD# 5134851) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 17 years of experience in the finance industry.

127
Stacey Waddell, financial advisor Raleigh NC
Stacey J. Waddell
CRD#: 5526230
801 Hillsborough St., 3rd Floor, Raleigh, NC 27603

Stacey Waddell (CRD# 5526230) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 15 years of experience in the finance industry.

128
Jennifer Walker, financial advisor Statesville NC
Jennifer D. Walker
CRD#: 6461086
767 Eastside Drive, Statesville, NC 28625

Jennifer Walker (CRD# 6461086) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has over 8 years of experience in the finance industry.

129
Charles Ward, financial advisor Whiteville NC
Charles S. Ward
CRD#: 6405689
1312 N Jk Powell Blvd., Whiteville, NC 28472

Charles Ward (CRD# 6405689) is an Investment Advisor Representative working at Credit Union Investment Services in Whiteville, NC and has over 9 years of experience in the finance industry.

130
Rollin Warren, financial advisor Raleigh NC
Rollin A. Warren
CRD#: 6743595
1621 Pacific Dr, Raleigh, NC 27609

Rollin Warren (CRD# 6743595) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 7 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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