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 (3 years)

Members Trust Company

2018 - Present (4 years)

Secu Brokerage Services

2018 - Present (4 years)

Secu Life Insurance Company

2018 - Present (4 years)

Credit Union Investment Services

2018 - Present (4 years)

East Marion Baptist Church

2016 - Present (6 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

Michael Honea
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Jason Drake
Pittsboro, NC
Alicia Love
Chapel Hill, NC
Shamyra Vanterpool
Raleigh, NC
Michael Rawls
Greensboro, NC
Stephen Pierce
Raleigh, NC
Laura Northcutt
Raleigh, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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