Credit Union Investment Services
About this Advisor
Allison Flippin is a certified financial planner based in Raleigh, North Carolina, who has been in the industry for 10 years. Flippin is currently employed by Credit Union Investment Services. Over the course of their career, they have held roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Wells Fargo, Credit Union Investment Services, Wake Tech Community College and Members Trust Company. Flippin has a Series 63 license, certifying them as a securities broker, and can serve investors in North Carolina. Credit Union Investment Services is a business that has its headquarters in Raleigh, North Carolina.
Certifications and Registrations
Years of Experience
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Credit Union Investment Services Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Allison Flippin Work History
Allison has 10 years of experience.
Wake Tech Community College
Members Trust Company
Secu Brokerage Services
Secu Life Insurance Company
Credit Union Investment Services
State Employees' Credit Union
Allison Flippin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
Black Mountain, NC
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.