Philip
Brown

Credit Union Investment Services

CRD#6651096
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Philip Brown is an investment advisor in Chapel Hill, North Carolina. Currently a registered advisor with Credit Union Investment Services, Brown has 10 years of practice as a financial advisor. Brown holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Brown can serve investors based out of North Carolina. Throughout their career, Brown has worked 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 Chapel Hill, North Carolina, and has 267 other brick-and-mortar locations in the country. As a registered investment advisory firm, Credit Union Investment Services retains more than 540 people. None of the investment firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. 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 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

173 N Chatham Pkwy
Chapel Hill, NC 27517

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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

Philip Brown Work History

Philip has 10 years of experience.

2017 - Present (5 years)

Members Trust Company

2016 - Present (6 years)

Secu Brokerage Services

2016 - Present (6 years)

Secu Life Insurance Company

2016 - Present (6 years)

Credit Union Investment Services

2010 - Present (12 years)

State Employees' Credit Union

Disclosures

Philip Brown 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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