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Credit Union Investment Services financial advisors
Every SEC-registered investment adviser representative at Credit Union Investment Services, by the state and city of the office they work from.
The short answer
221 registered advisors work at Credit Union Investment Services, in 1 state and 100 cities; the most are in Raleigh, NC (51). 29 list the CFP designation and 219 are also registered broker representatives.
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Cities with the most Credit Union Investment Services advisors
Raleigh, NC 51Wilmington, NC 8Cary, NC 7Greensboro, NC 7Asheville, NC 5Charlotte, NC 4Clayton, NC 4Durham, NC 4Greenville, NC 4Statesville, NC 4Winston Salem, NC 4Chapel Hill, NC 3Concord, NC 3Dunn, NC 3Fayetteville, NC 3Fuquay Varina, NC 3Harrisburg, NC 3Huntersville, NC 3Albemarle, NC 2Arden, NC 2Benson, NC 2Bermuda Run, NC 2Boone, NC 2Dobson, NC 2Garner, NC 2Gastonia, NC 2Granite Quarry, NC 2Hickory, NC 2Monroe, NC 2Morganton, NC 2
Credit Union Investment Services advisors by state
Credit Union Investment Services in North Carolina 221
Raleigh 51Wilmington 8Cary 7Greensboro 7Asheville 5Charlotte 4Clayton 4Durham 4Greenville 4Statesville 4Winston Salem 4Chapel Hill 3Concord 3Dunn 3Fayetteville 3Fuquay Varina 3Harrisburg 3Huntersville 3Albemarle 2Arden 2Benson 2Bermuda Run 2Boone 2Dobson 2Garner 2Gastonia 2Granite Quarry 2Hickory 2Monroe 2Morganton 2Sylva 2Washington 2Wilkesboro 2Wilson 2Andrews 1Archdale 1Asheboro 1Barco 1Beaufort 1Belmont 1Black Mountain 1Brevard 1Burlington 1Burnsville 1Butner 1Carrboro 1Carthage 1Charolotte 1Clemmons 1Clinton 1Clyde 1Columbia 1Elizabeth City 1Fayettteville 1Forest City 1Goldsboro 1Hendersonville 1Hillsborough 1Hope Mills 1Jacksonville 1Kannapolis 1King 1Kings Mountain 1Knightdale 1Lexington 1Liberty 1Lincolnton 1Louisburg 1Madison 1Marion 1Matthews 1Mebane 1Mooresville 1Morehead City 1Mount Airy 1Nags Head 1New Bern 1Oak Ridge 1Oxford 1Pineville 1Pittsboro 1Reidsville 1Roanoke Rapids 1Rocky Mount 1Rolesville 1Roxboro 1Rutherford College 1Sanford 1Shelby 1Smithfield 1Southern Pines 1Southport 1Swansboro 1Thomasville 1Troy 1Wake Forest 1Wendell 1Winston-Salem 1Winterville 1Zebulon 1
Questions
How many financial advisors does Credit Union Investment Services have?
221 investment adviser representatives are registered with Credit Union Investment Services, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 100 cities. 29 list the CFP designation and 219 are also registered as broker representatives.
Where does Credit Union Investment Services have the most advisors?
Raleigh, NC, with 51 registered advisors, then Wilmington, NC (8). By state, North Carolina has the most, with 221.
How do I find a Credit Union Investment Services financial advisor near me?
Pick your state below, then your city, to see every Credit Union Investment Services advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Credit Union Investment Services offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →