Kevin
Mcbroom

Credit Union Investment Services

CRD#5648245
Investment Advisor
in Hillsborough, NC

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About this Advisor

Kevin Mcbroom is a financial advisor operating in Hillsborough, North Carolina, who has been in the financial industry for 18 years. Mcbroom is an advisor for Credit Union Investment Services. Throughout their career, they have worked at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Mcbroom holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Credit Union Investment Services is a business operating out of Hillsborough, North Carolina. It has offices in 267 locations and a total of 540 advisors. Credit Union Investment Services provides a few services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial management depend on the type of financial services provided. Fee types charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1000 Us Hwy 70 East
Hillsborough, NC 27278

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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

Kevin Mcbroom Work History

Kevin has 18 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2009 - Present (12 years)

Secu Brokerage Services

2009 - Present (12 years)

Credit Union Investment Services

2009 - Present (12 years)

Members Trust Company

2002 - Present (19 years)

State Employees' Credit Union

Disclosures

Kevin Mcbroom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Melissa Terry
Raleigh, NC
Brian Troskey
Southern Pines, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Kyle Stevens
Arden, NC
Benjamin Evans
Raleigh, NC
Katherine Kerns
Huntersville, NC
Leanna Tyler
Gatesville, 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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