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
Sylva, NC 28779
Credentials
Series 63, Series 65
Industry experience
12 years
$0+: 0.25% (Cash) $0+: 0.25% (Individual Fixed Income) $0+: 0.50% (All other Securities)
Account minimum: $3,500
Members Trust Company
2015 - Present (11 years)
Secu Life Insurance Company
2014 - Present (12 years)
Credit Union Investment Services
2014 - Present (12 years)
Secu Brokerage Services
2013 - Present (13 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
Sylva, NC
Edward Jones
Series 66
Lake Junaluska, NC
Edward Jones
Series 63, Series 65
Waynesville, NC
Merrill
Susan Sorrells is the Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and currently leads the Asheville office, supporting and mentoring financial advisors and associates. Susan works closely with a select group of individuals and families, providing customized financial strategies and guidance tailored to their retirement, legacy, and wealth management goals. With over 36 years of experience in the financial services industry, Susan draws on her background in banking and investment management, including previous roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Certified Divorce Financial Analyst® (CDFA®) certification. Susan’s areas of expertise include retirement planning, education funding, family wealth strategies, and divorce-related financial issues, collaborating with attorneys and accountants to develop comprehensive wealth management solutions. Susan earned her bachelor’s degree in business administration with a concentration in commercial banking from Mars Hill University. She is a member of the Waynesville Rotary Club and participates in community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, traveling, and spending time with her family.
Series 66
Franklin, NC
Edward Jones
Series 66
Franklin, NC
Edward Jones
CFP®, Series 66
Franklin, NC
Edward Jones
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