Adviser and broker representative · Credit Union Investment Services
Tony R. Walker Jr.
CRD 7084012 · Kings Mountain, NC
At a glance
Tony R. Walker Jr. is an investment adviser representative with Credit Union Investment Services in Kings Mountain, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tony’s SEC record dates to 2019, about 6 years ago. Tony is also registered as a broker representative.
Current advisory firm
- Credit Union Investment ServicesSince October 2019Kings Mountain, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tony’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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- Laurel G. BacogeorgeCharlotte
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