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
Butner, NC 27509
Credentials
Series 63, Series 65
Industry experience
17 years
Ginger Christmas is a financial advisor at Credit Union Investment Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with State Employees' Credit Union since 2000 in a financial advisory and supervisory role. She also serves as a trust representative for Members Trust Company and as an agent for SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors 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, fixed-income products, and a goals-based, long-term planning approach, with salaried advisors who provide recommendations while clients retain final decision authority.
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
411 Central Ave.
Butner, NC 27509
North Carolina
Myles Home Health
2021 - 2021 (1 year)
SECU Life insurance Company
2014 - Present (12 years)
Members Trust Company
2011 - Present (15 years)
Credit Union Investment Services
2008 - Present (18 years)
SECU Brokerage Services
2008 - Present (18 years)
State Employees' Credit Union
2000 - Present (26 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.
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