Nicholas
Bradshaw

Credit Union Investment Services

CRD#6476489
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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

1621 Pacific Drive
Raleigh, NC 27609

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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

Nicholas Bradshaw Work History

Nicholas has 10 years of experience.

2016 - Present (5 years)

Members Trust Company

2015 - Present (6 years)

Secu Brokerage Services

2015 - Present (6 years)

Secu Life Insurance Company

2015 - Present (6 years)

Credit Union Investment Services

2010 - Present (11 years)

State Employees' Credit Union

Disclosures

Nicholas Bradshaw 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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