Credit Union Investment Services

Investment Advisor
in Kannapolis, NC

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About this Advisor

Jacob Hardy is a financial advisor based out of Kannapolis, North Carolina, who has 14 years of experience as a financial advisor. Hardy works at Credit Union Investment Services. Throughout their career, they have worked at State Employees' Credit Union, Secu Brokerage Services, Credit Union Investment Services, Radio Shack (In Sam'S Club), Carolina Pizza Huts, Papa Johns, Logans Roadhouse, Members Trust Company and Secu Life Insurance Company. Hardy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Credit Union Investment Services is an advisory company that has its headquarters in Kannapolis, North Carolina. It has offices in 267 locations and a total of 540 people on staff. The business provides a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets



Office Location

2312 Coldwater Ridge Drive
Kannapolis, NC 28083

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Credit Union Investment Services Brokerage Details

Total Number of Employees


NC Average: 22

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Investment Advisory Services

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

Jacob Hardy Work History

Jacob has 14 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2011 - Present (10 years)

Members Trust Company

2008 - Present (13 years)

Secu Brokerage Services

2008 - Present (13 years)

Credit Union Investment Services

2006 - Present (15 years)

State Employees' Credit Union

2018 - 2018 (< 1 year)

Papa Johns

2011 - 2014 (3 years)

Papa Johns

2011 - 2011 (< 1 year)

Logans Roadhouse

2010 - 2010 (< 1 year)

Radio Shack (In Sam'S Club)

2010 - 2011 (1 year)

Carolina Pizza Huts


Jacob Hardy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Jessica Albritton
Plymouth, NC
Stephen Pierce
Raleigh, NC
Katherine Kerns
Huntersville, NC
Shamyra Vanterpool
Raleigh, NC
Michael Honea
Raleigh, NC
Jason Drake
Pittsboro, NC
Mark Smith
Manteo, NC
Ryan West
Black Mountain, 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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