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 61 - 70 of 232 top financial advisors.
61
Frankie Hunt, financial advisor Pembroke NC
Frankie O. Hunt
CRD#: 6680849
921 W Third St., Pembroke, NC 28372

Frankie Hunt (CRD# 6680849) is an Investment Advisor Representative working at Credit Union Investment Services in Pembroke, NC and has over 7 years of experience in the finance industry.

62
Christopher Johns, financial advisor Thomasville NC
Christopher A. Johns
CRD#: 6728986
1700 Liberty Dr., Thomasville, NC 27360

Christopher Johns (CRD# 6728986) is an Investment Advisor Representative working at Credit Union Investment Services in Thomasville, NC and has over 7 years of experience in the finance industry.

63
Jonathan Jones, financial advisor Raleigh NC
Jonathan D. Jones
CRD#: 5488053
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Jonathan Jones (CRD# 5488053) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 16 years of experience in the finance industry.

64
Matthew Kennedy, financial advisor Greenville NC
Matthew D. Kennedy
CRD#: 5722737
2211 Hemby Ln, Greenville, NC 27834

Matthew Kennedy (CRD# 5722737) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 13 years of experience in the finance industry.

65
Katherine Kerns, financial advisor Huntersville NC
Katherine V. Kerns
CRD#: 6885563
10411 Arahova Dr., Huntersville, NC 28078

Katherine Kerns (CRD# 6885563) is an Investment Advisor Representative working at Credit Union Investment Services in Huntersville, NC and has over 6 years of experience in the finance industry.

66
Philip Lahr, financial advisor Asheboro NC
Philip A. Lahr
CRD#: 5716783
1036 S Park St., Asheboro, NC 27203

Philip Lahr (CRD# 5716783) is an Investment Advisor Representative working at Credit Union Investment Services in Asheboro, NC and has over 14 years of experience in the finance industry.

67
Heather Lawton, financial advisor Raleigh NC
Heather R. Lawton
CRD#: 6407508
3300 Hammond Rd, Raleigh, NC 27603

Heather Lawton (CRD# 6407508) 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.

68
Brittaney Leigh, financial advisor Archdale NC
Brittaney Leigh
CRD#: 6485235
10305 N. Main St., Archdale, NC 27263

Brittaney Leigh (CRD# 6485235) is an Investment Advisor Representative working at Credit Union Investment Services in Archdale, NC and has over 8 years of experience in the finance industry.

69
Ashlie Link, financial advisor Lincolnton NC
Ashlie K. Link
CRD#: 6639133
110 Sigmon Rd, Lincolnton, NC 28092

Ashlie Link (CRD# 6639133) 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.

70
Ioulia Link, financial advisor Mooresville NC
Ioulia A. Link
CRD#: 5647947
111 Brawley School Rd, Mooresville, NC 28117

Ioulia Link (CRD# 5647947) is an Investment Advisor Representative working at Credit Union Investment Services in Mooresville, NC and has over 15 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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