Leanna
Tyler

Credit Union Investment Services

CRD#6286043
Investment Advisor
in Gatesville, NC

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About this Advisor

Leanna Tyler is a financial advisor working in Gatesville, North Carolina, with 10 years of financial industry experience. Tyler is currently employed by Credit Union Investment Services. During their career, Tyler has held roles at State Employees' Credit Union, Secu Brokerage Services, Bayview Physicians, Credit Union Investment Services, Secu Life Insurance Company and Members Trust Company. Tyler maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Credit Union Investment Services is a financial advisory firm headquartered in Gatesville, North Carolina. The firm has offices in 267 locations and a total of 540 employees. The advisory firm has a few services, including portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on the type of financial services offered. However, fees charged 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

6 Commerce Drive
Gatesville, NC 27938

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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

Leanna Tyler Work History

Leanna has 10 years of experience.

2017 - Present (4 years)

Members Trust Company

2014 - Present (7 years)

Secu Brokerage Services

2014 - Present (7 years)

Credit Union Investment Services

2014 - Present (7 years)

Secu Life Insurance Company

2011 - Present (10 years)

State Employees' Credit Union

2010 - 2011 (1 year)

Bayview Physicians

Disclosures

Leanna Tyler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Stephen Pierce
Raleigh, NC
John Tompkins
Hickory, NC
Brian Troskey
Southern Pines, NC
Amee Liddle
Mount Airy, NC
Philip Brown
Chapel Hill, NC
Laurel Ullman
Raleigh, NC
Benjamin Evans
Raleigh, NC
Katherine Hardy
Oak Ridge, 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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