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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Fuquay Varina, NC

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

The short answer

3 registered advisors work at Credit Union Investment Services in Fuquay Varina, out of 221 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Credit Union Investment Services advisors in Fuquay Varina, A to Z

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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 3Concord, NC 3Dunn, NC 3Fayetteville, NC 3

Other firms in Fuquay Varina

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Edward Jones 5

Questions

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

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

Credit Union Investment Services ranks number 2 in Fuquay Varina by registered advisors; Edward Jones has the most, with 5.

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

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.