Financial ADVSR advisor directory · SEC adviser records
Credit Union Investment Services financial advisors in Hickory, NC
Every SEC-registered investment adviser representative at a Credit Union Investment Services office in Hickory, A to Z.
The short answer
3 registered advisors work at Credit Union Investment Services in Hickory, out of 252 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Credit Union Investment Services advisors in Hickory, A to Z
Every Credit Union Investment Services advisor →- Bradley K. OxfordCertified Financial Planner · Also a broker rep
- Caleb T. RashAlso a broker rep
- John H. TompkinsAlso a broker rep
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 55Greensboro, NC 11Wilmington, NC 8Cary, NC 7Asheville, NC 5Chapel Hill, NC 5Charlotte, NC 5Durham, NC 5Clayton, NC 4Fayetteville, NC 4Greenville, NC 4Statesville, NC 4Winston Salem, NC 4Arden, NC 3Concord, NC 3
Other firms in Hickory
All Hickory advisors →LPL Financial LLC 13Edward Jones 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Cambridge Investment Research Advisors, Inc. 7Thrivent Investment Management Inc. 7Wells Fargo Clearing Services, LLC 7Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 4Truist Advisory Services, Inc. 4Alphastar Capital Management 3Benjamin F. Edwards & Company, Inc. 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Credit Union Investment Services have in Hickory?
3 investment adviser representatives are registered at Credit Union Investment Services offices in Hickory, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 252 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Credit Union Investment Services one of the largest advisor employers in Hickory?
Credit Union Investment Services ranks number 12 in Hickory by registered advisors; LPL Financial LLC has the most, with 13.
How do I check a Credit Union Investment Services advisor in Hickory?
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.