Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Concord, NC

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

The short answer

3 registered advisors work at Credit Union Investment Services in Concord, out of 221 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Credit Union Investment Services advisors in Concord, 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 51Wilmington, NC 8Cary, NC 7Greensboro, NC 7Asheville, NC 5Charlotte, NC 4Clayton, NC 4Durham, NC 4Greenville, NC 4Statesville, NC 4Winston Salem, NC 4Chapel Hill, NC 3Dunn, NC 3Fayetteville, NC 3Fuquay Varina, NC 3

Other firms in Concord

All Concord advisors →

Tiaa-Cref Individual & Institutional Services, LLC 17Edward Jones 9Wells Fargo Clearing Services, LLC 8Cambridge Investment Research Advisors, Inc. 6Strategic Advisers LLC 6LPL Financial LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Mill Capital Management, LLC 3Raymond James Financial Services Advisors, Inc. 3

Questions

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

3 investment adviser representatives are registered at Credit Union Investment Services offices in Concord, 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 Concord?

Credit Union Investment Services ranks number 6 in Concord by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 17.

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

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.