Credit Union Investment Services

Investment Advisor
in Black Mountain, NC

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About this Advisor

Ryan West is a financial advisor who works in Black Mountain, North Carolina, with a total of 10 years of experience as a financial advisor. West is an employee of Credit Union Investment Services. During their career, West has held roles 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, Credit Union Investment Services, East Marion Baptist Church and Members Trust Company. West maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Credit Union Investment Services is a firm based out of Black Mountain, North Carolina.

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



Office Location

313 W State St.
Black Mountain, NC 28711

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Credit Union Investment Services Brokerage Details

Total Number of Employees


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


Ryan West has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Allison Flippin
Raleigh, NC
Ee Yang
Charlotte, NC
Seth Mull
Morganton, NC
Eric Hawkins
Mebane, NC
Kriston Wiltsey
Fuquay Varina, NC
Julian Scarborough
Wilmington, NC
William Barefoot
Dunn, NC
Siarhei Horbach
Raleigh, NC

The content in this profile was updated by SmartAsset on 04/01/2022 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.

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