Candy
Wagoner

Credit Union Investment Services

CRD#6694422
Investment Advisor
in Elkin, NC

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About this Advisor

Candy Wagoner is a financial advisor who works in Elkin, North Carolina. Currently an advisor at Credit Union Investment Services, they have gathered 10 years of work experience in the financial advisory industry. Wagoner holds Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Wagoner is registered to operate based out of North Carolina. Over the course of their career, Wagoner has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Basalt, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is based out of Elkin, North Carolina, and has 267 offices in the country. Overall, Credit Union Investment Services employs more than 540 people. None of the investment firm's clients are deemed 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 65, Series 63

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

426 Cc Camp Road
Elkin, NC 28621

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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

Candy Wagoner Work History

Candy has 10 years of experience.

2017 - Present (5 years)

Members Trust Company

2016 - Present (6 years)

Secu Brokerage Services

2016 - Present (6 years)

Secu Life Insurance Company

2016 - Present (6 years)

Credit Union Investment Services

2010 - Present (12 years)

State Employees' Credit Union

2010 - 2010 (< 1 year)

Basalt

Disclosures

Candy Wagoner 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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