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Tony Walker Jr.

Advisor at Credit Union Investment Services

Updated today
Credit Union Investment Services logo

Firm

Credit Union Investment Services

Location

Kings Mountain, NC 28086

Credentials

Series 63, Series 65

Industry experience

6 years

About

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with 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 client decisions implemented at their discretion.

Client services

Based on Credit Union Investment Services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Credit Union Investment Services

General retirement planning Passive / index investing

Fee options

Percentage

$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities

Other

Account minimum: $3,500

Location

2104 Shelby Rd

Kings Mountain, NC 28086

Most active in

North Carolina

Work history

Members Trust Company

2022 - Present (4 years)

Credit Union Investment Services

2019 - Present (7 years)

SECU Life Insurance Company

2019 - Present (7 years)

SECU Brokerage Services

2019 - Present (7 years)

State Employees' Credit Union

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan H

Series 63, Series 65

Gastonia, NC

Hammond Wealth Partners

Retirement income strategy Social Security optimization Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Jason G

PFS™, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Gary G

PFS™, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Keith M

Series 63, Series 65

Kings Mountain, NC

Vestech Asset Management Inc.

Options & derivatives strategies Life insurance needs analysis
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