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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Chapel Hill, NC

Every SEC-registered investment adviser representative at a Credit Union Investment Services office in Chapel Hill, A to Z.

The short answer

3 registered advisors work at Credit Union Investment Services in Chapel Hill, out of 221 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Credit Union Investment Services advisors in Chapel Hill, A to Z

Every Credit Union Investment Services advisor →

Credit Union Investment Services advisors in every city and state →Advisor Moves: who changed firms this week →

Credit Union Investment Services advisors in other cities

Raleigh, NC 52Greensboro, NC 8Wilmington, NC 8Cary, NC 7Asheville, NC 5Charlotte, NC 4Clayton, NC 4Fayetteville, NC 4Greenville, NC 4Statesville, NC 4Concord, NC 3Dunn, NC 3Durham, NC 3Fuquay Varina, NC 3Harrisburg, NC 3

Other firms in Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Charles Schwab & Co., Inc. 7Eton Advisors 7Old Peak Finance 6

Questions

How many financial advisors does Credit Union Investment Services have in Chapel Hill?

3 investment adviser representatives are registered at Credit Union Investment Services offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Credit Union Investment Services one of the largest advisor employers in Chapel Hill?

Credit Union Investment Services ranks number 22 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

How do I check a Credit Union Investment Services advisor in Chapel Hill?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.