Benjamin
Evans

Credit Union Investment Services

CRD#6260984
Investment Advisor
in Raleigh, NC

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About this Advisor

Benjamin Evans is a certified financial planner who works out of Raleigh, North Carolina, who has been in the advisory business for 10 years. Evans is an advisor for Credit Union Investment Services. The advisor has gained experience at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Evans maintains a Series 63 license, designating them as a securities representative, and is approved to serve investors in North Carolina. Credit Union Investment Services is a financial advisory business headquartered in Raleigh, North Carolina. It has offices in 267 locations and a total of 540 advisors. The firm offers a few services, including portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely vary depending on which services are offered. Fee types billed by Credit Union Investment Services typically consist of asset-based fees.

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

119 North Salisbury St.
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

Benjamin Evans Work History

Benjamin has 10 years of experience.

2014 - Present (7 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

2011 - Present (10 years)

State Employees' Credit Union

Disclosures

Benjamin Evans has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Rodney Vomberg
Asheville, NC
Benjamin Evans
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Joshua Shellman
Raleigh, NC
Alicia Love
Chapel Hill, NC
Amanda English
Burgaw, 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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