Credit Union Investment Services

Investment Advisor
in Raleigh, NC

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About this Advisor

Nicholas Bradshaw is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered investment advisor with Credit Union Investment Services, Bradshaw has 10 years of work experience. Bradshaw holds a Series 63 license, which qualifies them as a securities representative. Bradshaw is able to advise clients in North Carolina. Over the course of their career, they have held roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is based out of Raleigh, North Carolina, and operates out of 267 additional offices in the country. As a company, Credit Union Investment Services retains 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 greater than $1 million in capital. Credit Union Investment Services can offer portfolio management for individuals and small businesses and educational seminars. The firm may charge clients 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

1621 Pacific Drive
Raleigh, NC 27609

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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

Nicholas Bradshaw Work History

Nicholas 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


Nicholas Bradshaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Nicholas Bradshaw
Raleigh, NC
Melissa Terry
Raleigh, NC
Brian Troskey
Southern Pines, NC
Benjamin Evans
Raleigh, NC
Rodney Vomberg
Asheville, NC
Candy Wagoner
Elkin, NC
Jennifer Howard
Knightdale, NC
Joshua Shellman
Raleigh, 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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