Colton
Mathews

Credit Union Investment Services

CRD#6045287
Investment Advisor
in Durham, NC

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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

Series 63, Series 65

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

2421 E Nc 54 Highway
Durham, NC 27713

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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

Colton Mathews Work History

Colton has 10 years of experience.

2014 - Present (8 years)

Members Trust Company

2014 - Present (8 years)

Secu Life Insurance Company

2012 - Present (10 years)

Secu Brokerage Services

2012 - Present (10 years)

Credit Union Investment Services

2010 - Present (12 years)

State Employees' Credit Union

Disclosures

Colton Mathews has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Michael Honea
Raleigh, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Jason Drake
Pittsboro, NC
Wellby Rodberg
Asheville, NC
Philip Brown
Chapel Hill, NC
John Tompkins
Hickory, NC
Elizabeth Taylor
Asheville, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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