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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Durham, NC

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

The short answer

3 registered advisors work at Credit Union Investment Services in Durham, out of 221 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Credit Union Investment Services advisors in Durham, 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 4Greenville, NC 4Statesville, NC 4Winston Salem, NC 4Chapel Hill, NC 3Concord, NC 3Dunn, NC 3Fayetteville, NC 3Fuquay Varina, NC 3

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

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

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

Credit Union Investment Services ranks number 18 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

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

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.