Stephen
Sorrell

Credit Union Investment Services

CRD#3225608
Investment Advisor
in Hillsborough, NC

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About this Advisor

Stephen Sorrell is a financial advisor working in Hillsborough, North Carolina, who has been in the financial industry for 15 years. Sorrell is on the advisory team at Credit Union Investment Services. The advisor has gained experience at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Credit Union Investment Services and Members Trust Company. Sorrell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Credit Union Investment Services is a registered investment business that has its headquarters in Hillsborough, North Carolina. The investment advisory business has offices in 267 locations and a total of 540 people on staff. Credit Union Investment Services has a few services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial management usually are based on which services are offered. Fees charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2313 Old Nc 86
Hillsborough, NC 27278

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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

Stephen Sorrell Work History

Stephen has 15 years of experience.

2019 - Present (2 years)

Members Trust Company

2018 - Present (3 years)

Credit Union Investment Services

2017 - Present (4 years)

Secu Brokerage Services

2017 - Present (4 years)

Secu Life Insurance Company

2005 - Present (16 years)

State Employees' Credit Union

Disclosures

Stephen Sorrell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Melissa Terry
Raleigh, NC
Brian Troskey
Southern Pines, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Kyle Stevens
Arden, NC
Benjamin Evans
Raleigh, NC
Katherine Kerns
Huntersville, NC
Leanna Tyler
Gatesville, 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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