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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Credit Union Investment Services office in North Carolina, by city and A to Z.

The short answer

221 registered advisors work at Credit Union Investment Services in North Carolina, out of 221 nationwide; it's the firm's number 1 state by advisors, and the most are in Raleigh (51). 29 list the CFP designation and 219 are also registered broker representatives.

Credit Union Investment Services advisors by city in North Carolina

Every firm in North Carolina →

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

Credit Union Investment Services advisors in North Carolina, A to Z

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Questions

How many Credit Union Investment Services financial advisors are in North Carolina?

221 investment adviser representatives are registered at Credit Union Investment Services offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 at the firm nationwide. 29 list the CFP designation and 219 are also registered as broker representatives.

Where in North Carolina does Credit Union Investment Services have the most advisors?

Raleigh, with 51, then Wilmington (8). Credit Union Investment Services has advisors in 100 cities in North Carolina.

How do I check a Credit Union Investment Services advisor in North Carolina?

Each advisor below 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. Advisors are listed at the city of the Credit Union Investment Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.