Candy
Wagoner

Credit Union Investment Services

CRD#6694422
Investment Advisor
in Sparta, NC

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About this Advisor

Candy Wagoner is a financial advisor working in Sparta, North Carolina, who has been in the financial industry for 12 years. Wagoner is currently employed by Credit Union Investment Services. During their career, the advisor has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Credit Union Investment Services and Members Trust Company. Wagoner has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Credit Union Investment Services is a firm that has its headquarters in Sparta, North Carolina.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

780 North Main St
Sparta, NC 28675

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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 12 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

Disclosures

Candy Wagoner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Joshua Blitz
Raleigh, NC
Blessl Barbour
Garner, NC
Eric Hawkins
Mebane, NC
Seth Mull
Morganton, NC
Ryan West
Black Mountain, NC
Ee Yang
Charlotte, NC
Allison Flippin
Raleigh, NC
Andrew Norton
Franklin, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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