Credit Union Investment Services

Investment Advisor
in Randleman, NC

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About this Advisor

Michelle Dawkins is an advisor whose office is in Randleman, North Carolina. Currently an advisor with Credit Union Investment Services, Dawkins has 10 years of experience in the financial advisory industry. Dawkins has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Dawkins is registered to serve customers based out of North Carolina. During their career, the advisor has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Bojangles, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is based out of Randleman, North Carolina, and operates out of 267 offices across the nation. Overall, Credit Union Investment Services employs more than 540 people. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Credit Union Investment Services can provide portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

318 West Academy St.
Randleman, NC 27317

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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

Michelle Dawkins Work History

Michelle has 10 years of experience.

2019 - Present (2 years)

Members Trust Company

2018 - Present (3 years)

Credit Union Investment Services

2017 - Present (4 years)

Secu Brokerage Services

2017 - Present (4 years)

Secu Life Insurance Company

2011 - Present (10 years)

State Employees' Credit Union

2010 - 2011 (1 year)



Michelle Dawkins 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
Rodney Vomberg
Asheville, NC
Benjamin Evans
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Joshua Shellman
Raleigh, NC
Alicia Love
Chapel Hill, NC
Amanda English
Burgaw, 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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