Ulric
Brown

Credit Union Investment Services

CRD#6375804
Investment Advisor
in New Bern, NC

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About this Advisor

Ulric Brown is a financial advisor who works out of New Bern, North Carolina, who has 17 years in the industry. Brown is an advisor for Credit Union Investment Services. Throughout their career, Brown has worked at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Credit Union Investment Services and Members Trust Company. Brown has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Credit Union Investment Services is a registered investment business that has its headquarters in New Bern, North Carolina. It has offices in 267 locations and a total of 540 people on staff. The firm offers a set of services, such as portfolio management for individuals and small businesses and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3001 Elizabeth Ave.
New Bern, NC 28562

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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

Ulric Brown Work History

Ulric has 17 years of experience.

2015 - Present (6 years)

Members Trust Company

2014 - Present (7 years)

Secu Brokerage Services

2014 - Present (7 years)

Secu Life Insurance Company

2014 - Present (7 years)

Credit Union Investment Services

2003 - Present (18 years)

State Employees' Credit Union

Disclosures

Ulric Brown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Mark Evans
Raleigh, NC
Stephen Pierce
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Jason Drake
Pittsboro, NC
Michael Rawls
Greensboro, 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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