Amee
Liddle

Credit Union Investment Services

CRD#6517940
Investment Advisor
in Mount Airy, NC

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About this Advisor

Amee Liddle is an investment advisor based in Mount Airy, North Carolina. Currently an advisor at Credit Union Investment Services, Liddle has 10 years of professional experience in the financial advisory industry. Liddle maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Liddle is able to work with customers in North Carolina. Their career trajectory has included roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Inorganic Ventures, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is located in Mount Airy, North Carolina, and operates out of 267 offices in the United States. In aggregate, Credit Union Investment Services retains more than 540 people. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Credit Union Investment Services provides portfolio management for individuals and small businesses and educational seminars. The firm may charge clients 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

Yes

Office Location

805 S Franklin Rd.
Mount Airy, NC 27030

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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

Amee Liddle Work History

Amee has 10 years of experience.

2019 - Present (3 years)

Members Trust Company

2015 - Present (7 years)

Secu Brokerage Services

2015 - Present (7 years)

Secu Life Insurance Company

2015 - Present (7 years)

Credit Union Investment Services

2013 - Present (9 years)

State Employees' Credit Union

2010 - 2013 (3 years)

Inorganic Ventures

Disclosures

Amee Liddle has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Amber Roemmich
Hillsborough, NC
Jana Nethery
Greensboro, NC
Candy Wagoner
Elkin, NC
Joshua White
Rutherfordton, NC
Leanna Tyler
Gatesville, NC
Stephen Pierce
Raleigh, NC
Ryan West
Black Mountain, NC
Leigh Jordan
Charlotte, NC

The content in this profile was updated on 08/06/2020, using data 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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