Joshua
South

Credit Union Investment Services

CRD#6404028
Investment Advisor
in Kannapolis, NC

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About this Advisor

Joshua South is a financial advisor working in Kannapolis, North Carolina, who has been in the advisory business for 13 years. South is an advisor for Credit Union Investment Services. Their career trajectory has included roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Credit Union Investment Services and Members Trust Company. South holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Credit Union Investment Services is an advisory business that has its headquarters in Kannapolis, North Carolina. It has offices in 267 locations and a total of 540 advisors. Credit Union Investment Services offers a few services, such as portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically 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

13 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 Dr.
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

Joshua South Work History

Joshua has 13 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

2007 - Present (14 years)

State Employees' Credit Union

Disclosures

Joshua South 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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