Allison
Flippin

Credit Union Investment Services

CRD#6773344
Investment Advisor
in Raleigh, NC

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

3300 Hammond Rd
Raleigh, NC 27603

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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

Allison Flippin Work History

Allison has 10 years of experience.

2018 - Present (4 years)

Wake Tech Community College

2018 - Present (4 years)

Members Trust Company

2017 - Present (5 years)

Secu Brokerage Services

2017 - Present (5 years)

Secu Life Insurance Company

2017 - Present (5 years)

Credit Union Investment Services

2012 - Present (10 years)

State Employees' Credit Union

2012 - 2012 (< 1 year)

Wells Fargo

Disclosures

Allison Flippin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Benjamin Foreman
Raleigh, NC
Allison Flippin
Raleigh, NC
Ryan West
Black Mountain, NC
Aaron Allwardt
Eden, NC
Andrew Norton
Franklin, NC
Julian Scarborough
Wilmington, NC
Eric Hawkins
Mebane, NC
Casey Simpson
Jacksonville, 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 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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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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