Credit Union Investment Services

Investment Advisor
in Hickory, NC

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About this Advisor

Catherine Wright is a certified financial planner based in Hickory, North Carolina, who has been in the financial industry for 21 years. Wright is currently employed by Credit Union Investment Services. Their career trajectory has included roles at Credit Union Investment Services, State Employees' Credit Union, Secu Brokerage Services and Secu Life Insurance Company. Wright maintains a Series 63 license, which qualifies them as a securities representative, and is registered to work in North Carolina. Credit Union Investment Services is a company that has its headquarters in Hickory, North Carolina. The firm has offices in 267 locations and a total of 540 employees. Credit Union Investment Services offers a few services, including portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules usually are based on which service is offered. Fee types charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations


Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets



Office Location

3100 S Nc 127 Hwy
Hickory, NC 28602

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Credit Union Investment Services Brokerage Details

Total Number of Employees


NC Average: 22

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Investment Advisory Services

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

Catherine Wright Work History

Catherine has 21 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2008 - Present (13 years)

Credit Union Investment Services

2008 - Present (13 years)

Secu Brokerage Services

1999 - Present (22 years)

State Employees' Credit Union


Catherine Wright has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Nicholas Bradshaw
Raleigh, NC
Leigh Jordan
Charlotte, NC
Jana Nethery
Greensboro, NC
Rodney Vomberg
Asheville, NC
Ryan West
Black Mountain, NC
Benjamin Evans
Raleigh, NC
Jason Drake
Pittsboro, NC
Blessl Barbour
Garner, 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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