Park
Patrick

Credit Union Investment Services

CRD#5471733
Investment Advisor
in Hickory, NC

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About this Advisor

Park Patrick is a financial advisor who works out of Hickory, North Carolina, who has been in the financial industry for 16 years. Patrick is currently employed by Credit Union Investment Services. Their career trajectory has included roles at Credit Union Investment Services, State Employees' Credit Union, Secu Brokerage Services, Members Trust Company and Secu Life Insurance Company. Patrick maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Credit Union Investment Services is a firm based out of Hickory, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 advisors. The business provides a few services, including portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1130 Fairgrove Church Rd
Hickory, NC 28602

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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

Park Patrick Work History

Park has 16 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2012 - Present (9 years)

Members Trust Company

2010 - Present (11 years)

Secu Brokerage Services

2008 - Present (13 years)

Credit Union Investment Services

2004 - Present (17 years)

State Employees' Credit Union

Disclosures

Park Patrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Nicholas Bradshaw
Raleigh, NC
Leigh Jordan
Charlotte, NC
Jana Nethery
Greensboro, NC
Rodney Vomberg
Asheville, NC
Ryan West
Black Mountain, NC
Benjamin Evans
Raleigh, NC
Jason Drake
Pittsboro, NC
Blessl Barbour
Garner, 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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