Catherine
Wright

Credit Union Investment Services

CRD#5475988
Investment Advisor
in Hickory, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3100 S Nc 127 Hwy
Hickory, NC 28602

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started