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
Hayesville, NC 28904
Credentials
Series 63, Series 65
Industry experience
13 years
$0+: 0.25% (Cash) $0+: 0.25% (Individual Fixed Income) $0+: 0.50% (All other Securities)
Account minimum: $3,500
Members Trust Company
2025 - Present (1 year)
Credit Union Investment Services
2024 - Present (2 years)
SECU Brokerage Services
2024 - Present (2 years)
State Employees' Credit Union
2024 - Present (2 years)
SECU Life Insurance Company
2024 - Present (2 years)
FR Owen & Associate
2015 - 2024 (9 years)
FR Owen & Associates
2015 - 2024 (9 years)
Gwn Securities Inc
2013 - 2024 (11 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.
CFP®
Blairsville, GA
Contemporary Financial Planning
Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.
Series 66
Blairsville, GA
Edward Jones
CFP®, ChFC®, Series 66
Blairsville, GA
Edward Jones
Series 63, Series 66
Hayesville, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
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