Ryan
West

Credit Union Investment Services

CRD#6974495
Investment Advisor
in Black Mountain, NC

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About this Advisor

Ryan West is a financial advisor operating in Black Mountain, North Carolina, who has 10 years of financial industry experience. West is an advisor for Credit Union Investment Services. Throughout their career, West has worked at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Western North Carolina Group Home For Autistic People, Omni Grove Park Inn, Enterprise Rent A Car, Sprint, Credit Union Investment Services, East Marion Baptist Church and Members Trust Company. West holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Credit Union Investment Services is a registered investment company headquartered in Black Mountain, North Carolina. It has offices in 267 locations and a total of 540 employees. Credit Union Investment Services provides a few services, including portfolio management for individuals and small businesses and educational seminars. Financial advisory fees depend on which services the firm provides the client. However, fee types charged by Credit Union Investment Services typically consist of 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

313 W State St.
Black Mountain, NC 28711

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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

Ryan West Work History

Ryan has 10 years of experience.

2019 - Present (2 years)

Members Trust Company

2018 - Present (3 years)

Secu Brokerage Services

2018 - Present (3 years)

Secu Life Insurance Company

2018 - Present (3 years)

Credit Union Investment Services

2018 - Present (3 years)

East Marion Baptist Church

2016 - Present (5 years)

State Employees' Credit Union

2015 - 2016 (1 year)

Western North Carolina Group Home For Autistic People

2014 - 2015 (1 year)

Omni Grove Park Inn

2012 - 2014 (2 years)

Enterprise Rent A Car

2010 - 2012 (2 years)

Sprint

Disclosures

Ryan West has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Stephen Pierce
Raleigh, NC
John Tompkins
Hickory, NC
Brian Troskey
Southern Pines, NC
Amee Liddle
Mount Airy, NC
Philip Brown
Chapel Hill, NC
Laurel Ullman
Raleigh, NC
Benjamin Evans
Raleigh, NC
Katherine Hardy
Oak Ridge, 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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