Leigh
Jordan

Credit Union Investment Services

CRD#6469838
Investment Advisor
in Charlotte, NC

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About this Advisor

Leigh Jordan is an investment advisor who works in Charlotte, North Carolina. Currently a registered advisor with Credit Union Investment Services, they have gathered 10 years of practice as an investment advisor. Jordan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Jordan can work with customers in North Carolina. Throughout their career, they have worked at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Campbell Law School, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is headquartered in Charlotte, North Carolina, and operates out of 267 other locations across the nation. Overall, Credit Union Investment Services employs more than 540 people. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Credit Union Investment Services can provide portfolio management for individuals and small businesses and educational seminars. The firm may charge clients 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

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 10 years of experience.

2017 - Present (4 years)

Members Trust Company

2015 - Present (6 years)

Secu Brokerage Services

2015 - Present (6 years)

Secu Life Insurance Company

2015 - Present (6 years)

Credit Union Investment Services

2011 - Present (10 years)

State Employees' Credit Union

2010 - 2011 (1 year)

Campbell Law School

Disclosures

Leigh Jordan 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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