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 131 - 140 of 230 top financial advisors.
131
Ryan West, financial advisor Marion NC
Ryan M. West
CRD#: 6974495
1004 W Tate Street Marion, Nc, Usa, 28752, Marion, NC 28752

Ryan West (CRD# 6974495) is an Investment Advisor Representative working at Credit Union Investment Services in Marion, NC and has over 5 years of experience in the finance industry.

132
John Whaley, financial advisor Raleigh NC
John B. Whaley
CRD#: 5552954
801 Hillsborough St., Raleigh, NC 27603

John Whaley (CRD# 5552954) 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.

133
Crystal White, financial advisor Carthage NC
Crystal D. White
CRD#: 4722672
160 Savannah Garden Drive, Carthage, NC 28327

Crystal White (CRD# 4722672) is an Investment Advisor Representative working at Credit Union Investment Services in Carthage, NC and has over 20 years of experience in the finance industry.

134
Joie White, financial advisor Nags Head NC
Joie P. White
CRD#: 6071897
2609 Croatan Hwy South, The Shoppes @ 10.5, Nags Head, NC 27959

Joie White (CRD# 6071897) is an Investment Advisor Representative working at Credit Union Investment Services in Nags Head, NC and has over 11 years of experience in the finance industry.

135
Randa Willis, financial advisor Arden NC
Randa M. Willis
CRD#: 5472356
2631 Hendersonville Rd, Arden, NC 28704

Randa Willis (CRD# 5472356) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 13 years of experience in the finance industry.

136
Jason Wilson, financial advisor Beaufort NC
Jason L. Wilson
CRD#: 5225660
1900 Live Oak St, Beaufort, NC 28516

Jason Wilson (CRD# 5225660) is an Investment Advisor Representative working at Credit Union Investment Services in Beaufort, NC and has over 6 years of experience in the finance industry.

137
Adrianna Winslow, financial advisor Edenton NC
Adrianna G. Winslow
CRD#: 6675623
101 Mexico Rd, Edenton, NC 27932

Adrianna Winslow (CRD# 6675623) is an Investment Advisor Representative working at Credit Union Investment Services in Edenton, NC and has over 7 years of experience in the finance industry.

138
Kathy York, financial advisor Arden NC
Kathy B. York
CRD#: 5995647
231 Long Shoals Road, Arden, NC 28704

Kathy York (CRD# 5995647) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 12 years of experience in the finance industry.

139
Charles Zalman, financial advisor Raleigh NC
Charles T. Zalman
CRD#: 6125896
1621 Pacific Dr., Raleigh, NC 27609

Charles Zalman (CRD# 6125896) 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.

140
Russell Ahlers, financial advisor Statesville NC
Russell D. Ahlers
CRD#: 4436733
1742 Wilkesboro Rd, Statesville, NC 28625

Russell Ahlers (CRD# 4436733) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has 1 year 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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