Cheryl
Calhoun

Credit Union Investment Services

CRD#6390875
Investment Advisor
in West Jefferson, NC

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About this Advisor

Cheryl Calhoun is a financial advisor who works in West Jefferson, North Carolina, with 10 years of experience as a financial advisor. Calhoun works at Credit Union Investment Services. Calhoun has gained experience at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Credit Union Investment Services and Members Trust Company. Calhoun holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Credit Union Investment Services is a company that has its headquarters in West Jefferson, North Carolina. The company has offices in 267 locations and a total of 540 employees. The company performs a few services, such as portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules usually depend on the services. Fee types charged by Credit Union Investment Services typically consist of 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

1024 S Jefferson Ave
West Jefferson, NC 28694

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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

Cheryl Calhoun Work History

Cheryl has 10 years of experience.

2017 - Present (5 years)

Members Trust Company

2014 - Present (8 years)

Secu Brokerage Services

2014 - Present (8 years)

Secu Life Insurance Company

2014 - Present (8 years)

Credit Union Investment Services

2010 - Present (12 years)

State Employees' Credit Union

Disclosures

Cheryl Calhoun has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Amber Roemmich
Hillsborough, NC
Jana Nethery
Greensboro, NC
Candy Wagoner
Elkin, NC
Joshua White
Rutherfordton, NC
Leanna Tyler
Gatesville, NC
Stephen Pierce
Raleigh, NC
Ryan West
Black Mountain, NC
Leigh Jordan
Charlotte, 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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