Margaret
Alphin

Credit Union Investment Services

CRD#6857219
Investment Advisor
in New Bern, NC

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About this Advisor

Margaret Alphin is a financial advisor whose office is in New Bern, North Carolina. Currently a registered advisor with Credit Union Investment Services, Alphin has 11 years of work experience in the financial advisory industry. Alphin maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative. Alphin can work with investors based out of North Carolina. Alphin has gained experience at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company and Credit Union Investment Services. Credit Union Investment Services is headquartered in New Bern, North Carolina, and has 267 brick-and-mortar locations throughout the nation. As a registered investment firm, Credit Union Investment Services retains more than 540 people. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Credit Union Investment Services provides portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

3001 Elizabeth Avenue
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

Margaret Alphin Work History

Margaret has 11 years of experience.

2018 - Present (3 years)

Credit Union Investment Services

2017 - Present (4 years)

Secu Brokerage Services

2017 - Present (4 years)

Secu Life Insurance Company

2009 - Present (12 years)

State Employees' Credit Union

Disclosures

Margaret Alphin 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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