Credit Union Investment Services
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Overview
Credit Union Investment Services is an advisory firm headquartered in Raleigh, North Carolina. It has a large team of 540 employees, all of whom are financial advisors. Credit Union Investment Services is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, equities and bonds.
The firm's central office is at 119 North Salisbury Street, Raleigh, North Carolina 27603. Credit Union Investment Services is legally registered to serve investors in the state of North Carolina.
Editorial note: In some instances, advisors and firms can file as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the publicly available information for Credit Union Investment Services. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Credit Union Investment Services by the Numbers

540
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Products and Services
Financial services provided by Credit Union Investment Services include portfolio management for individuals and small businesses and educational seminars. However, the company did not provide financial planning services to any of its clients in the last financial year. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts. Credit Union Investment Services is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, insurance company or agency and real estate broker or dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 62% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 10% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on which service is provided. Fees billed by the company typically consist of the following fee structures: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. The company is able to withdraw the expenses directly from customer accounts.
Available
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Offered by 74% of firms
Percentage of Assets
Unavailable
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Find one of the 35% of firms that offer this fee type
Hourly
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Find one of the 2% of firms that offer this fee type
Commissions
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Find one of the 17% of firms that offer this fee type
Performance-based
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Find one of the 1% of firms that offer this fee type
Subscription
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Find one of the 40% of firms that offer this fee type
Fixed
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Find one of the 12% of firms that offer this fee type
Other
Disclosures
Credit Union Investment Services does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Credit Union Investment Services
Asheville, NC
Raleigh, NC
Charlotte, NC
Raleigh, NC
Randleman, NC
Raleigh, NC
Southern Pines, NC
Raleigh, NC
Mount Airy, NC
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.