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 71 - 80 of 231 top financial advisors.
71
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.

72
Krista Loew, financial advisor Raleigh NC
Krista B. Loew
CRD#: 5628040
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Krista Loew (CRD# 5628040) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 14 years of experience in the finance industry.

73
Alicia Love, financial advisor Durham NC
Alicia T. Love
CRD#: 6171454
2421 E 54 Hwy, Durham, NC 27713

Alicia Love (CRD# 6171454) is an Investment Advisor Representative working at Credit Union Investment Services in Durham, NC and has over 10 years of experience in the finance industry.

74
Juliana Lowe, financial advisor Dobson NC
Juliana V. Lowe
CRD#: 5967569
826 East Atkins St, Dobson, NC 27017

Juliana Lowe (CRD# 5967569) is an Investment Advisor Representative working at Credit Union Investment Services in Dobson, NC and has over 12 years of experience in the finance industry.

75
Kimberly Macinnes, financial advisor Raleigh NC
Kimberly H. Macinnes
CRD#: 5947365
801 Hillsborough Street, 3rd Floor, Raleigh, NC 27603

Kimberly Macinnes (CRD# 5947365) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.

76
Anna Malia, financial advisor Arden NC
Anna L. Malia
CRD#: 6942114
2631 Hendersonville Rd, Arden, NC 28704

Anna Malia (CRD# 6942114) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 5 years of experience in the finance industry.

77
Garrett Malin, financial advisor Greensboro NC
Garrett R. Malin
CRD#: 6590506
6017 Gate City Blvd, Greensboro, NC 27407

Garrett Malin (CRD# 6590506) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 8 years of experience in the finance industry.

78
Adam Mark, financial advisor Harrisburg NC
Adam W. Mark
CRD#: 6836492
5555 Hwy 49, Harrisburg, NC 28075

Adam Mark (CRD# 6836492) is an Investment Advisor Representative working at Credit Union Investment Services in Harrisburg, NC and has over 6 years of experience in the finance industry.

79
Kyle Marks, financial advisor Raleigh NC
Kyle W. Marks
CRD#: 5896482
801 Hillsborough St., 3rd Floor, Raleigh, NC 27603

Kyle Marks (CRD# 5896482) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.

80
Mary McBroom, financial advisor Durham NC
Mary E. McBroom
CRD#: 6531940
3872 Guess Road, Durham, NC 27705

Mary McBroom (CRD# 6531940) is an Investment Advisor Representative working at Credit Union Investment Services in Durham, NC and has over 8 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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