Meaghan
Kearns

Credit Union Investment Services

CRD#7071397
Investment Advisor
in Hillsborough, NC

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About this Advisor

Meaghan Kearns is a financial advisor operating in Hillsborough, North Carolina, with 16 years of work experience. Kearns is an employee of Credit Union Investment Services. Over the course of their career, Kearns has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Sharpe Law Office, Nc Department Of Justice, Yankee Candle, Echo Creek Riding Academy and Credit Union Investment Services. Kearns maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Credit Union Investment Services is a business that has its headquarters in Hillsborough, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 people on staff. Credit Union Investment Services offers a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely are based on which service is provided. Fees billed by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2313 Old Nc 86
Hillsborough, NC 27278

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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

Meaghan Kearns Work History

Meaghan has 16 years of experience.

2019 - Present (2 years)

Secu Brokerage Services

2019 - Present (2 years)

Secu Life Insurance Company

2019 - Present (2 years)

Credit Union Investment Services

2015 - Present (6 years)

State Employees' Credit Union

2015 - 2015 (< 1 year)

Sharpe Law Office

2013 - 2015 (2 years)

State Employees' Credit Union

2013 - 2013 (< 1 year)

Nc Department Of Justice

2011 - 2013 (2 years)

Yankee Candle

2004 - 2015 (11 years)

Echo Creek Riding Academy

Disclosures

Meaghan Kearns has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Melissa Terry
Raleigh, NC
Brian Troskey
Southern Pines, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Kyle Stevens
Arden, NC
Benjamin Evans
Raleigh, NC
Katherine Kerns
Huntersville, NC
Leanna Tyler
Gatesville, 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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