Michael
Honea

Credit Union Investment Services

CRD#6444865
Investment Advisor
in Raleigh, NC

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About this Advisor

Michael Honea is an advisor whose office is in Raleigh, North Carolina. Currently a registered advisor with Credit Union Investment Services, Honea has 10 years of work experience. Honea maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Honea is registered to serve clients in North Carolina. Over the course of their career, Honea has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Sunrise Landscaping, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is headquartered in Raleigh, North Carolina, and has 267 other offices across the country. As a registered investment firm, Credit Union Investment Services employs more than 540 people. None of the firm's clients are considered 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's fees may include 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

119 North Salisbury St
Raleigh, NC 27603

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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

Michael Honea Work History

Michael has 10 years of experience.

2016 - Present (6 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

2010 - Present (12 years)

State Employees' Credit Union

2010 - 2016 (6 years)

Sunrise Landscaping

Disclosures

Michael Honea has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Colton Mathews
Durham, NC
Michael Honea
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Amee Liddle
Mount Airy, NC
Emily Mullahey
Raleigh, NC
Jason Drake
Pittsboro, NC
Blessl Barbour
Garner, 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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