Credit Union Investment Services

Investment Advisor
in Wake Forest, NC

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About this Advisor

Meredith Harrison is a certified financial planner operating out of Wake Forest, North Carolina, with 10 years in the industry. Harrison currently works for Credit Union Investment Services. Throughout their career, Harrison has worked at State Employees' Credit Union, Secu Brokerage Services, Credit Union Investment Services, Secu Life Insurance Company, Rodan And Fields and Members Trust Company. Harrison holds a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in North Carolina. Credit Union Investment Services is an advisory firm that has its headquarters in Wake Forest, North Carolina. The firm has offices in 267 locations and a total of 540 employees. Credit Union Investment Services performs a few services, including portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically are based on the type of services offered. However, fees charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations


Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets



Office Location

1116 Jenkins Rd
Wake Forest, NC 27587

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Credit Union Investment Services Brokerage Details

Total Number of Employees


NC Average: 22

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Investment Advisory Services

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

Meredith Harrison Work History

Meredith has 10 years of experience.

2015 - Present (7 years)

Members Trust Company

2014 - Present (8 years)

Secu Brokerage Services

2014 - Present (8 years)

Credit Union Investment Services

2014 - Present (8 years)

Secu Life Insurance Company

2010 - Present (12 years)

State Employees' Credit Union

2015 - 2017 (2 years)

Rodan And Fields


Meredith Harrison has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Amber Roemmich
Hillsborough, NC
Jana Nethery
Greensboro, NC
Candy Wagoner
Elkin, NC
Joshua White
Rutherfordton, NC
Leanna Tyler
Gatesville, NC
Stephen Pierce
Raleigh, NC
Ryan West
Black Mountain, NC
Leigh Jordan
Charlotte, NC

The content in this profile was updated on 08/06/2020, using data 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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