Robbie
Simpson

Credit Union Investment Services

CRD#6707069
Investment Advisor
in New Bern, NC

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About this Advisor

Robbie Simpson is an investment advisor located in New Bern, North Carolina. Currently a registered financial advisor with Credit Union Investment Services, they have accumulated 11 years of professional experience. Simpson maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Simpson is registered to work with clients based out of North Carolina. Simpson has gained experience 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 located in New Bern, North Carolina, and operates out of 267 additional brick-and-mortar locations across the country. As an advisor firm, Credit Union Investment Services employs more than 540 people. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. 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, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

201 Howell Rd
New Bern, NC 28562

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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

Robbie Simpson Work History

Robbie has 11 years of experience.

2019 - Present (2 years)

Members Trust Company

2017 - Present (4 years)

Credit Union Investment Services

2016 - Present (5 years)

Secu Brokerage Services

2016 - Present (5 years)

Secu Life Insurance Company

2009 - Present (12 years)

State Employees' Credit Union

Disclosures

Robbie Simpson 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
Mark Evans
Raleigh, NC
Stephen Pierce
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Jason Drake
Pittsboro, NC
Michael Rawls
Greensboro, 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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