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Financial ADVSR advisor directory · SEC adviser records

Credit Union Investment Services financial advisors in Statesville, NC

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

The short answer

4 registered advisors work at Credit Union Investment Services in Statesville, out of 221 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

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

Other firms in Statesville

All Statesville advisors →

Edward Jones 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Opus Financial Advisors, Inc. 4Osaic Wealth, Inc. 4LPL Financial LLC 3

Questions

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

4 investment adviser representatives are registered at Credit Union Investment Services offices in Statesville, 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 Statesville?

Credit Union Investment Services ranks number 3 in Statesville by registered advisors; Edward Jones has the most, with 8.

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

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.