Blessl
Barbour

Credit Union Investment Services

CRD#7086871
Investment Advisor
in Garner, NC

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About this Advisor

Blessl Barbour is a financial advisor operating in Garner, North Carolina, with a total of 10 years of professional experience. Barbour is currently employed by Credit Union Investment Services. Their career trajectory has included roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Homemaker, Liberty Tax Service and Credit Union Investment Services. Barbour maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Credit Union Investment Services is a financial advisory firm that has its headquarters in Garner, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 advisors. The company performs a few services, such as portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors 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

1000 Vandora Springs Rd
Garner, NC 27529

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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

Blessl Barbour Work History

Blessl has 10 years of experience.

2019 - Present (3 years)

Secu Brokerage Services

2019 - Present (3 years)

Secu Life Insurance Company

2019 - Present (3 years)

Credit Union Investment Services

2014 - Present (8 years)

State Employees' Credit Union

2013 - 2014 (1 year)

Homemaker

2012 - 2013 (1 year)

Liberty Tax Service

2010 - 2011 (1 year)

Homemaker

Disclosures

Blessl Barbour has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Colton Mathews
Durham, NC
Michael Honea
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Amee Liddle
Mount Airy, NC
Emily Mullahey
Raleigh, NC
Jason Drake
Pittsboro, NC
Blessl Barbour
Garner, 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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