Leigh
Jordan

Credit Union Investment Services

CRD#6469838
Investment Advisor
in Charlotte, NC

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About this Advisor

Leigh Jordan is a financial advisor operating out of Charlotte, North Carolina, who has been in the financial industry for 11 years. Jordan is an advisor for Credit Union Investment Services. During their career, the advisor has held roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Credit Union Investment Services and Members Trust Company. Jordan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Credit Union Investment Services is an advisory company headquartered in Charlotte, North Carolina.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

10820 S Tryon St.
Charlotte, NC 28273

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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

Leigh Jordan Work History

Leigh has 11 years of experience.

2017 - Present (5 years)

Members Trust Company

2015 - Present (7 years)

Secu Brokerage Services

2015 - Present (7 years)

Secu Life Insurance Company

2015 - Present (7 years)

Credit Union Investment Services

2011 - Present (11 years)

State Employees' Credit Union

Disclosures

Leigh Jordan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Joshua Blitz
Raleigh, NC
Blessl Barbour
Garner, NC
Eric Hawkins
Mebane, NC
Seth Mull
Morganton, NC
Ryan West
Black Mountain, NC
Ee Yang
Charlotte, NC
Allison Flippin
Raleigh, NC
Andrew Norton
Franklin, 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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