DFX Intelligence
Advisors
Advisors registered through Credit Union Investment ServicesAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
253 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Austin Michael Winstead dual registrant | Credit Union Investment Services state registered | Clayton, Nc | May 18, 2022 | 11 y | 0 | 1 |
| Kathy Bivens York dual registrant | Credit Union Investment Services state registered | Arden, Nc | Apr 10, 2012 | 30 y | 0 | 1 |
| Charles Thomas Zalman Certified Financial Planner · dual registrant | Credit Union Investment Services state registered | Raleigh, Nc | Dec 11, 2012 | 19 y | 0 | 1 |
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