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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Greenville, NC

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

The short answer

4 registered advisors work at Credit Union Investment Services in Greenville, out of 221 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

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

Other firms in Greenville

All Greenville advisors →

Wells Fargo Clearing Services, LLC 17Edward Jones 10Carolina Wealth Management, Inc. 8Capital Analysts 7Raymond James & Associates, Inc. 7H. L. Ormond & Company, LLC 5Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 4Equitable Advisors, LLC 4First Citizens Investor Services, Inc. 4Truist Advisory Services, Inc. 4Geneos Wealth Management, Inc. 3

Questions

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

4 investment adviser representatives are registered at Credit Union Investment Services offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Credit Union Investment Services ranks number 9 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 17.

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

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.