Jason
Drake
Credit Union Investment Services
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About this Advisor
Jason Drake is an investment advisor in Pittsboro, North Carolina. Currently a registered advisor at Credit Union Investment Services, Drake has 10 years of experience as a registered investment advisor. Drake maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Drake can act as an advisor in North Carolina. Drake has gained experience at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Food Lion, Members Trust Company and Credit Union Investment Services. Credit Union Investment Services is headquartered in Pittsboro, North Carolina, and has 267 other locations throughout the nation. As a company, Credit Union Investment Services retains more than 540 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. 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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Credit Union Investment Services Brokerage Details
540
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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jason Drake Work History
Jason has 10 years of experience.
Members Trust Company
Credit Union Investment Services
Secu Brokerage Services
Secu Life Insurance Company
State Employees' Credit Union
Food Lion
Disclosures
Jason Drake has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
Raleigh, NC
Hickory, NC
Southern Pines, NC
Mount Airy, NC
Chapel Hill, NC
Raleigh, NC
Raleigh, NC
Oak Ridge, 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.