Advisor at Credit Union Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Credit Union Investment Services
Location
Lincolnton, NC 28092
Credentials
Series 63, Series 65
Industry experience
9 years
Ashlie Link is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services and SECU Life Insurance Company since 2016. In addition to her advisory roles, she serves as Treasurer for the Parent Association of Long Shoals Wesleyan Academy. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.
Based on Credit Union Investment Services
Based on Credit Union Investment Services
$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities
Account minimum: $3,500
110 Sigmon Rd
Lincolnton, NC 28092
North Carolina
Members Trust Company
2017 - Present (9 years)
Credit Union Investment Services
2016 - Present (10 years)
SECU Life Insurance Company
2016 - Present (10 years)
SECU Brokerage Services
2016 - Present (10 years)
State Employees' Credit Union
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Lincolnton, NC
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CFP®, Series 65
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CFP®, Series 63, Series 65
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Independent Advisor Alliance, llc
Series 66
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Independent Advisor Alliance, llc
Series 63, Series 65
Denver, NC
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 66
Lincolnton, NC
First Citizens Investor Services, Inc.
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