Frances
Coyle

Credit Union Investment Services

CRD#5916829
Investment Advisor
in Kannapolis, NC

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About this Advisor

Frances Coyle is an investment advisor based in Kannapolis, North Carolina. Currently an advisor at Credit Union Investment Services, they have gathered 18 years of work experience as a financial advisor. Coyle holds Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Coyle is registered to operate in North Carolina. During their career, Coyle has held roles at State Employees' Credit Union, Secu Brokerage Services, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Credit Union Investment Services is located in Kannapolis, North Carolina, and has 267 other locations in the nation. In total, Credit Union Investment Services employs more than 540 people. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Credit Union Investment Services can provide portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2312 Coldwater Ridge Rd
Kannapolis, NC 28083

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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

Frances Coyle Work History

Frances has 18 years of experience.

2017 - Present (4 years)

Credit Union Investment Services

2017 - Present (4 years)

Secu Life Insurance Company

2017 - Present (4 years)

Secu Brokerage Services

2014 - Present (7 years)

Members Trust Company

2002 - Present (19 years)

State Employees' Credit Union

2011 - 2013 (2 years)

Secu Brokerage Services

2011 - 2013 (2 years)

Credit Union Investment Services

Disclosures

Frances Coyle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Laura Northcutt
Raleigh, NC
Ryan West
Black Mountain, NC
Mcneil Piner
Greensboro, NC
Jamison Watkins
North Wilkesboro, NC
Jennifer Howard
Knightdale, NC
Colton Mathews
Durham, NC
Wellby Rodberg
Asheville, NC
Joshua White
Rutherfordton, 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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