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
Madison, NC 27025
Credentials
Series 63, Series 65
Industry experience
3 years
Cody Mc Collem is a financial advisor at Credit Union Investment Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Members Trust Company and State Employees' Credit Union, among other related entities. Outside of his advisory roles, he provides DJ services for various meetings and events. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs along with fixed-income products and a long-term, goals-based 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
654 Chief Martin St
Madison, NC 27025
North Carolina
Members Trust Company
2023 - Present (3 years)
Credit Union Investment Services
2022 - Present (4 years)
SECU Life Insurance Company
2022 - Present (4 years)
SECU Brokerage Services
2022 - Present (4 years)
State Employees' Credit Union
2014 - Present (12 years)
PF Chang's
2011 - 2019 (8 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, Series 65
Mayodan, NC
OSAIC Institutions, INC.
Series 63, Series 66
Eden, NC
OSAIC Institutions, INC.
CFP®, Series 63, Series 65
Madison, NC
First Citizens Investor Services, Inc.
Series 66
Eden, NC
Credit Union Investment Services
Series 66
Eden, NC
Edward Jones
Series 66
Greensboro, NC
Edward Jones
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