Kristie
Boles

Credit Union Investment Services

CRD#5857318
Investment Advisor
in New Bern, NC

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About this Advisor

Kristie Boles is an investment advisor based in New Bern, North Carolina. Currently a registered financial advisor at Credit Union Investment Services, Boles has 16 years of work experience in the financial advisory industry. Boles maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Boles is registered to work with clients based out of North Carolina. During their career, Boles has held roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company and Secu Life Insurance Company. Credit Union Investment Services is based out of New Bern, North Carolina, and has 267 brick-and-mortar locations throughout the country. In aggregate, Credit Union Investment Services employs more than 540 people. None of the investment firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Credit Union Investment Services can offer portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3001 Elizabeth Ave.
New Bern, NC 28562

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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

Kristie Boles Work History

Kristie has 16 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2011 - Present (10 years)

Credit Union Investment Services

2011 - Present (10 years)

Members Trust Company

2010 - Present (11 years)

Secu Brokerage Services

2004 - Present (17 years)

State Employees' Credit Union

Disclosures

Kristie Boles has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Mark Evans
Raleigh, NC
Stephen Pierce
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Jason Drake
Pittsboro, NC
Michael Rawls
Greensboro, 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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