Credit Union Investment Services
About this Advisor
Joshua White is a financial advisor based out of Rutherfordton, North Carolina, with 10 years of professional experience. White is an employee of Credit Union Investment Services. White has gained experience at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Ingles, Rutherford County Schools, Cleveland County Schools, Credit Union Investment Services and Members Trust Company. White maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Credit Union Investment Services is a firm that has its headquarters in Rutherfordton, North Carolina. It has offices in 267 locations and a total of 540 employees. The advisory firm performs a set of services, including portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on the services offered. However, fees billed by Credit Union Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Credit Union Investment Services Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joshua White Work History
Joshua has 10 years of experience.
Members Trust Company
Credit Union Investment Services
Secu Brokerage Services
Secu Life Insurance Company
State Employees' Credit Union
Rutherford County Schools
Cleveland County Schools
Joshua White has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
West Jefferson, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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