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
Granite Quarry, NC 28146
Credentials
Series 63, Series 65
Industry experience
17 years
$0+: 0.25% (Cash) $0+: 0.25% (Individual Fixed Income) $0+: 0.50% (All other Securities)
Account minimum: $3,500
Papa Johns
2018 - 2018 (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
2006 - Present (20 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 66
Salisbury, NC
Edward Jones
Series 63, Series 66
Salisbury, NC
Edward Jones
Series 66
Kannapolis, NC
Merrill
Ryan Patrick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience working closely with seasoned executives, business owners, and their families. Ryan collaborates with clients to identify, plan for, and help accomplish their financial goals, focusing on areas such as executive compensation, legacy planning, liquidity management, retirement income, portfolio management, tax minimization, and small business strategies. Ryan holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from Bentley University and completed his secondary education at Lincoln Sudbury. Ryan lives in Wellesley with his wife, Kate, and their two children, Lily and Parker. Outside of work, he enjoys golfing at Framingham Country Club and participating in outdoor activities with his family.
CFP®, Series 63, Series 66
Salisbury, NC
Edward Jones
ChFC®, Series 66
Salisbury, NC
Edward Jones
Series 66
Salisbury, NC
Falcon Financial
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