Ee
Yang

Credit Union Investment Services

CRD#6411589
Investment Advisor
in Hickory, NC

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About this Advisor

Ee Yang is an investment advisor in Hickory, North Carolina. Currently an investment advisor at Credit Union Investment Services, they have accrued 12 years of professional experience as a registered investment advisor. Yang maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Yang can advise clients based out of North Carolina. Over the course of their career, they have held roles at First Citizens Bank, State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, University Of North Carolina At Greensboro, China Wok, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is located in Hickory, North Carolina, and has 267 other offices in the nation. As a registered investment firm, Credit Union Investment Services employs more than 540 people. None of the investment firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Credit Union Investment Services can offer portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1130 Fairgrove Church Rd
Hickory, NC 28602

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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

Ee Yang Work History

Ee has 12 years of experience.

2016 - Present (5 years)

Members Trust Company

2015 - Present (6 years)

Credit Union Investment Services

2014 - Present (7 years)

Secu Brokerage Services

2014 - Present (7 years)

Secu Life Insurance Company

2012 - Present (9 years)

State Employees' Credit Union

2011 - 2012 (1 year)

First Citizens Bank

2009 - 2010 (1 year)

University Of North Carolina At Greensboro

2008 - 2010 (2 years)

China Wok

Disclosures

Ee Yang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Emily Mullahey
Raleigh, NC
Jason Drake
Pittsboro, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Ryan West
Black Mountain, NC
Michelle Dawkins
Randleman, NC
Wellby Rodberg
Asheville, NC
Brian Troskey
Southern Pines, 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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