Randa Willis (CRD# 5472356) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 13 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Employees' Credit Union | Arden, NC | Jul 2015 - Current | 8 |
Secu Life Insurance Company | Raleigh, NC | Jul 2015 - Current | 8 |
Secu Brokerage Services | Raleigh, NC | Jul 2015 - Current | 8 |
Credit Union Investment Services | Raleigh, NC | Jul 2015 - Current | 8 |
Members Trust Company | Tampa, FL | Jul 2015 - Current | 8 |
New York Life Insurance Co | Charlotte, NC | Jan 2015 - Jun 2015 | < 1 |
Nylife Securities LLC | Charlotte, NC | Jan 2015 - Jun 2015 | < 1 |
Unemployed | Marion, NC | Nov 2014 - Dec 2014 | < 1 |
Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Nov 2014 | < 1 |
Members Trust Company | Tampa, FL | Oct 2011 - Nov 2014 | 3 |
Credit Union Investment Services | Raleigh, NC | Jun 2010 - Nov 2014 | 4 |
Secu Brokerage Services | Raleigh, NC | Mar 2010 - Nov 2014 | 4 |
State Employees' Credit Union | Marion, NC | Aug 2000 - Nov 2014 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2010 |
S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- NC
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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