Credit Union Investment Services
About this Advisor
Colton Mathews is a financial advisor working out of Durham, North Carolina, who has 10 years of professional experience. Mathews is an employee of Credit Union Investment Services. Their career trajectory has included roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Mathews maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Credit Union Investment Services is an advisory firm based out of Durham, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 financial advisors. Credit Union Investment Services offers a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services typically are based on which services are provided. Fee types billed by Credit Union Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Credit Union Investment Services Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Colton Mathews Work History
Colton has 10 years of experience.
Members Trust Company
Secu Life Insurance Company
Secu Brokerage Services
Credit Union Investment Services
State Employees' Credit Union
Colton Mathews has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
Chapel Hill, NC
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