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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Greensboro, NC

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

The short answer

8 registered advisors work at Credit Union Investment Services in Greensboro, out of 221 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

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

Other firms in Greensboro

All Greensboro advisors →

LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12

Questions

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

8 investment adviser representatives are registered at Credit Union Investment Services offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

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

Credit Union Investment Services ranks number 17 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.

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

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.