Joshua
White

Credit Union Investment Services

CRD#6400816
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

Disclosures

No

Office Location

428 South Main St
Rutherfordton, NC 28139

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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 White Work History

Joshua has 10 years of experience.

2018 - Present (3 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

2013 - Present (8 years)

State Employees' Credit Union

2012 - 2014 (2 years)

Ingles

2011 - 2012 (1 year)

Rutherford County Schools

2010 - 2010 (< 1 year)

Cleveland County Schools

Disclosures

Joshua White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Michael Honea
Raleigh, NC
Blessl Barbour
Garner, NC
Nicholas Bradshaw
Raleigh, NC
Leigh Jordan
Charlotte, NC
Kyle Stevens
Arden, NC
Jason Drake
Pittsboro, NC
Melvin Bonner
Durham, NC
Cheryl Calhoun
West Jefferson, 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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