Financial ADVSR advisor directory · SEC adviser records
Credit Union Investment Services financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Credit Union Investment Services office in Raleigh, A to Z.
The short answer
52 registered advisors work at Credit Union Investment Services in Raleigh, out of 221 at the firm nationwide; it ranks number 10 in the city by advisors. 17 list the CFP designation and 50 are also registered broker representatives.
Credit Union Investment Services advisors in Raleigh, A to Z
Every Credit Union Investment Services advisor →- Airis A. AbolinsInvestment adviser rep
- Paula AliAlso a broker rep
- Joshua A. BarkerAlso a broker rep
- Joseph E. BarnesInvestment adviser rep
- Benjamin C. BarrettAlso a broker rep
- Sean P. BrennanAlso a broker rep
- Tenesha T. CarterCertified Financial Planner · Also a broker rep
- Justin Y. CauretAlso a broker rep
- Andrew P. CurrinAlso a broker rep
- Joshua V. DavisCertified Financial Planner · Also a broker rep
- Elvis DobroAlso a broker rep
- Sydney K. DuganAlso a broker rep
- Amanda M. EnglishAlso a broker rep
- Allison M. FlippinCertified Financial Planner · Also a broker rep
- Benjamin C. ForemanAlso a broker rep
- Kevin M. FurrAlso a broker rep
- Keenan R. HallAlso a broker rep
- Matthew A. HamiltonAlso a broker rep
- Joshua E. HartAlso a broker rep
- Martin C. HefnerCertified Financial Planner · Also a broker rep
- Mary W. HendrixCertified Financial Planner · Also a broker rep
- Matthew A. HorneAlso a broker rep
- Andrew M. JohnsonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- James E. Johnson Jr.Also a broker rep
- Jonathan D. JonesCertified Financial Planner · Also a broker rep
- Eric M. KoteckiCertified Financial Planner · Also a broker rep
- Heather R. LawtonAlso a broker rep
- Candace R. LindebergAlso a broker rep
- Krista B. LoewAlso a broker rep
- Kimberly H. MacinnesAlso a broker rep
- Mark S. MarroneAlso a broker rep
- Miranda R. McNeilAlso a broker rep
- Jonathan A. MillerAlso a broker rep
- Antonio NavarroAlso a broker rep
- Connor H. NewsomeCertified Financial Planner · Also a broker rep
- Shamyra S. NewtonAlso a broker rep
- Brent A. NiswanderAlso a broker rep
- Laura A. NorthcuttAlso a broker rep
- Douglas A. PayneCertified Financial Planner · Also a broker rep
- Stephen S. PierceAlso a broker rep
- Kimberly D. PittmanCertified Financial Planner · Also a broker rep
- Logan S. PriceCertified Financial Planner · Also a broker rep
- Joshua S. ShellmanAlso a broker rep
- Peter B. SimmsAlso a broker rep
- Jeremy A. SmithAlso a broker rep
- Martha K. SmithCertified Financial Planner · Also a broker rep
- Katherine L. SurlesCertified Financial Planner · Also a broker rep
- Laura J. TovarAlso a broker rep
- Stacey J. WaddellCertified Financial Planner · Also a broker rep
- Ryan A. WaltonCertified Financial Planner · Also a broker rep
- John B. WhaleyAlso a broker rep
- Charles T. ZalmanCertified Financial Planner · Also 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
Greensboro, NC 8Wilmington, NC 8Cary, NC 7Asheville, NC 5Charlotte, NC 4Clayton, NC 4Fayetteville, NC 4Greenville, NC 4Statesville, NC 4Chapel Hill, NC 3Concord, NC 3Dunn, NC 3Durham, NC 3Fuquay Varina, NC 3Harrisburg, NC 3
Other firms in Raleigh
All Raleigh advisors →Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50Truist Advisory Services, Inc. 49
Questions
How many financial advisors does Credit Union Investment Services have in Raleigh?
52 investment adviser representatives are registered at Credit Union Investment Services offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 nationwide. 17 list the CFP designation and 50 are also registered as broker representatives.
Is Credit Union Investment Services one of the largest advisor employers in Raleigh?
Credit Union Investment Services ranks number 10 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.
How do I check a Credit Union Investment Services advisor in Raleigh?
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.