Amy
Neal

Credit Union Investment Services

CRD#6228318
Investment Advisor
in Yanceyville, NC

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About this Advisor

Amy Neal is a financial advisor operating in Yanceyville, North Carolina, who has been in the industry for 10 years. Neal currently works for Credit Union Investment Services. Their career trajectory has included roles at State Employees' Credit Union, Secu Brokerage Services, Credit Union Investment Services, Secu Life Insurance Company and Members Trust Company. Neal holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Credit Union Investment Services is a registered investment business that has its headquarters in Yanceyville, North Carolina. It has offices in 267 locations and a total of 540 financial advisors. Credit Union Investment Services provides a few services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. Fee types billed 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

980 Nc Hwy 86 N
Yanceyville, NC 27379

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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

Amy Neal Work History

Amy has 10 years of experience.

2015 - Present (6 years)

Members Trust Company

2014 - Present (7 years)

Secu Life Insurance Company

2013 - Present (8 years)

Secu Brokerage Services

2013 - Present (8 years)

Credit Union Investment Services

2010 - Present (11 years)

State Employees' Credit Union

Disclosures

Amy Neal has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Philip Brown
Chapel Hill, NC
Candy Wagoner
Elkin, NC
Amee Liddle
Mount Airy, NC
Melissa Terry
Raleigh, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Brian Troskey
Southern Pines, NC
Meredith Harrison
Wake Forest, 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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