Cody Nussbaum (CRD# 6972687) is an Investment Advisor Representative working at Credit Union Investment Services in Dunn, NC and has over 5 years of experience in the finance industry.
CRD# 5909436
Corecap Advisors
CRD# 4560006
Lpl Financial LLC
CRD# 4126987
Aim Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Sep 2019 - Current | 4 |
| Credit Union Investment Services | Raleigh, NC | Aug 2018 - Current | 5 |
| Secu Brokerage Services | Raleigh, NC | Jun 2018 - Current | 5 |
| Secu Life Insurance Company | Raleigh, NC | Jun 2018 - Current | 5 |
| State Employees' Credit Union | Lillington, NC | Sep 2016 - Current | 7 |
| Keith Hills Golf Club | Buies Creek, NC | Jan 2013 - Sep 2016 | 3 |
| Campbell University | Buies Creek, NC | Jun 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- NC
-
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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