Kyle
Stevens

Credit Union Investment Services

CRD#5728895
Investment Advisor
in Arden, NC

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About this Advisor

Kyle Stevens is an advisor based in Arden, North Carolina. Currently an advisor at Credit Union Investment Services, they have accrued 10 years of experience as a registered investment advisor. Stevens maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Stevens can act as a financial advisor in North Carolina. The advisor has gained experience at University Of Oklahoma, Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Jp Morgan Chase, Helzberg Diamonds and Credit Union Investment Services. Credit Union Investment Services is headquartered in Arden, North Carolina, and operates out of 267 locations in the country. Overall, Credit Union Investment Services employs more than 540 people. None of the advisor firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Credit Union Investment Services provides 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

10 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

231 Long Shoals Rd
Arden, NC 28704

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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

Kyle Stevens Work History

Kyle has 10 years of experience.

2015 - Present (6 years)

Secu Brokerage Services

2015 - Present (6 years)

Secu Life Insurance Company

2015 - Present (6 years)

Credit Union Investment Services

2013 - Present (8 years)

State Employees' Credit Union

2011 - 2013 (2 years)

University Of Oklahoma

2011 - 2011 (< 1 year)

Jp Morgan Chase

2010 - 2011 (1 year)

Helzberg Diamonds

Disclosures

Kyle Stevens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Jason Drake
Pittsboro, NC
Mark Evans
Raleigh, NC
James Thomas
Pineville, NC
Ryan West
Black Mountain, NC
Jamison Watkins
North Wilkesboro, NC
Stephen Pierce
Raleigh, NC
Meredith Harrison
Wake Forest, NC
Michael Honea
Raleigh, 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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