Emily
Mullahey

Credit Union Investment Services

CRD#6531291
Investment Advisor
in Raleigh, NC

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About this Advisor

Emily Mullahey is an advisor based in Raleigh, North Carolina. Currently a registered financial advisor with Credit Union Investment Services, Mullahey has 10 years of professional experience. Mullahey holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Mullahey is registered to work with investors in North Carolina. Throughout their career, Mullahey has worked at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Navy Federal Credit Union, University Of West Florida, Members Trust Company and Credit Union Investment Services. Credit Union Investment Services is based out of Raleigh, North Carolina, and operates out of 267 additional offices across the United States. In aggregate, Credit Union Investment Services employs more than 540 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Credit Union Investment Services offers portfolio management for individuals and small businesses and educational seminars. The firm may charge clients 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

119 North Salisbury St
Raleigh, NC 27603

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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

Emily Mullahey Work History

Emily has 10 years of experience.

2016 - Present (5 years)

Members Trust Company

2015 - Present (6 years)

Secu Brokerage Services

2015 - Present (6 years)

Secu Life Insurance Company

2015 - Present (6 years)

Credit Union Investment Services

2012 - Present (9 years)

State Employees' Credit Union

2011 - 2012 (1 year)

Navy Federal Credit Union

2010 - 2011 (1 year)

University Of West Florida

Disclosures

Emily Mullahey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Rodney Vomberg
Asheville, NC
Benjamin Evans
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Joshua Shellman
Raleigh, NC
Alicia Love
Chapel Hill, NC
Amanda English
Burgaw, 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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