Julian
Scarborough

Credit Union Investment Services

CRD#6976541
Investment Advisor
in Wilmington, NC

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About this Advisor

Julian Scarborough is a financial advisor working in Wilmington, North Carolina, who has been in the financial industry for 10 years. Scarborough is on the advisory team at Credit Union Investment Services. During their career, Scarborough has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, The Firm, Credit Union Investment Services and Members Trust Company. Scarborough holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Credit Union Investment Services is a firm headquartered in Wilmington, North Carolina.

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

2721 Northchase Parkway Se
Wilmington, NC 28405

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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

Julian Scarborough Work History

Julian has 10 years of experience.

2019 - Present (3 years)

Members Trust Company

2018 - Present (4 years)

Secu Brokerage Services

2018 - Present (4 years)

Secu Life Insurance Company

2018 - Present (4 years)

Credit Union Investment Services

2012 - Present (10 years)

State Employees' Credit Union

2012 - 2012 (< 1 year)

The Firm

Disclosures

Julian Scarborough has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Jamahal Singh
Raleigh, NC
Casey Simpson
Jacksonville, NC
Aaron Allwardt
Eden, NC
Kriston Wiltsey
Fuquay Varina, NC
Ryan West
Black Mountain, NC
Julian Scarborough
Wilmington, NC
Joseph Hampton
Greensboro, NC
Allison Flippin
Raleigh, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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