Adviser and broker representative · Credit Union Investment Services
Ioulia A. Link
CRD 5647947 · Huntersville, NC
At a glance
Ioulia A. Link is an investment adviser representative with Credit Union Investment Services in Huntersville, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ioulia’s SEC record dates to 2009, about 17 years ago. Ioulia is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Credit Union Investment ServicesSince June 2009Huntersville, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ioulia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.