Financial ADVSR advisor directory · SEC adviser records
Credit Union Investment Services financial advisors in Wilmington, NC
Every SEC-registered investment adviser representative at a Credit Union Investment Services office in Wilmington, A to Z.
The short answer
8 registered advisors work at Credit Union Investment Services in Wilmington, out of 221 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Credit Union Investment Services advisors in Wilmington, A to Z
Every Credit Union Investment Services advisor →- Michael A. BoedekerAlso a broker rep
- Scott E. CogginsAlso a broker rep
- Brandon J. DemeryAlso a broker rep
- Jonathan P. ForteAlso a broker rep
- Kenneth R. GarrisCertified Financial Planner · Also a broker rep
- Wesley R. HayfordAlso a broker rep
- Julian G. ScarboroughAlso a broker rep
- Gene W. TurnerAlso 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 51Cary, NC 7Greensboro, 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 Wilmington
All Wilmington advisors →Wells Fargo Clearing Services, LLC 39Edward Jones 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 15Morgan Stanley 14Raymond James Financial Services Advisors, Inc. 14Raymond James & Associates, Inc. 12UBS Financial Services Inc. 12First Citizens Investor Services, Inc. 11Captrust 10Cetera Investment Advisers LLC 10
Questions
How many financial advisors does Credit Union Investment Services have in Wilmington?
8 investment adviser representatives are registered at Credit Union Investment Services offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 221 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Credit Union Investment Services one of the largest advisor employers in Wilmington?
Credit Union Investment Services ranks number 17 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 39.
How do I check a Credit Union Investment Services advisor in Wilmington?
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.