Credit Union Investment Services

Investment Advisor
in Rutherfordton, NC

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets



Office Location

428 South Main St
Rutherfordton, NC 28139

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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

Joshua White Work History

Joshua has 10 years of experience.

2018 - Present (4 years)

Members Trust Company

2015 - Present (7 years)

Credit Union Investment Services

2014 - Present (8 years)

Secu Brokerage Services

2014 - Present (8 years)

Secu Life Insurance Company

2013 - Present (9 years)

State Employees' Credit Union

2012 - 2014 (2 years)


2011 - 2012 (1 year)

Rutherford County Schools

2010 - 2010 (< 1 year)

Cleveland County Schools


Joshua White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Michael Honea
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Jason Drake
Pittsboro, NC
Alicia Love
Chapel Hill, NC
Shamyra Vanterpool
Raleigh, NC
Michael Rawls
Greensboro, NC
Stephen Pierce
Raleigh, NC
Laura Northcutt
Raleigh, 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 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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