Rodney
Vomberg

Credit Union Investment Services

CRD#6264722
Investment Advisor
in Asheville, NC

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About this Advisor

Rodney Vomberg is a certified financial planner based out of Asheville, North Carolina, who has 10 years of financial industry experience. Vomberg is on the advisory team at Credit Union Investment Services. During their career, Vomberg has held roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Secu Life Insurance Company and Members Trust Company. Vomberg maintains a Series 63 license, certifying them as a securities agent, and is approved to work in North Carolina. Credit Union Investment Services is a registered investment company that has its headquarters in Asheville, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 advisors. Credit Union Investment Services has a set of services, such as portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules usually vary depending on which service is offered. Fees billed by Credit Union Investment Services typically consist of 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

20 All Souls Crescent
Asheville, NC 28803

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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

Rodney Vomberg Work History

Rodney has 10 years of experience.

2014 - Present (7 years)

Secu Life Insurance Company

2014 - Present (7 years)

Members Trust Company

2013 - Present (8 years)

Secu Brokerage Services

2013 - Present (8 years)

Credit Union Investment Services

2010 - Present (11 years)

State Employees' Credit Union

Disclosures

Rodney Vomberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Philip Brown
Chapel Hill, NC
Candy Wagoner
Elkin, NC
Amee Liddle
Mount Airy, NC
Melissa Terry
Raleigh, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Brian Troskey
Southern Pines, NC
Meredith Harrison
Wake Forest, 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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