Alicia
Love

Credit Union Investment Services

CRD#6171454
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Alicia Love is a financial advisor operating out of Chapel Hill, North Carolina, who has been in the industry for 10 years. Love is currently employed by Credit Union Investment Services. Their career trajectory has included roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Love holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Credit Union Investment Services is a financial advisory company operating in Chapel Hill, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 advisors. The company has a few services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fee types charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

310 Pittsboro St
Chapel Hill, NC 27516

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Alicia Love Work History

Alicia has 10 years of experience.

2014 - Present (7 years)

Members Trust Company

2014 - Present (7 years)

Secu Life Insurance Company

2013 - Present (8 years)

Credit Union Investment Services

2012 - Present (9 years)

Secu Brokerage Services

2010 - Present (11 years)

State Employees' Credit Union

Disclosures

Alicia Love has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Michael Honea
Raleigh, NC
Blessl Barbour
Garner, NC
Nicholas Bradshaw
Raleigh, NC
Leigh Jordan
Charlotte, NC
Kyle Stevens
Arden, NC
Jason Drake
Pittsboro, NC
Melvin Bonner
Durham, NC
Cheryl Calhoun
West Jefferson, NC

This content was compiled from the SEC and FINRA.

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.

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