Robert Powell (CRD# 7621611) is an Investment Advisor Representative working at Credit Union Investment Services in Oxford, NC and has 1 year of experience in the finance industry.
CRD# 6481419
Edward Jones
CRD# 710775
Edward Jones
CRD# 5556798
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Members Trust Company | Tampa, FL | Jul 2023 - Current | < 1 |
Credit Union Investment Services | Raleigh, NC | Nov 2022 - Current | 1 |
Secu Brokerage Services | Raleigh, NC | Aug 2022 - Current | 1 |
Secu Life Insurance Company | Raleigh, NC | Aug 2022 - Current | 1 |
State Employees' Credit Union | Oxford, NC | Jul 2022 - Current | 1 |
Farm Bureau | Creedmoore, NC | Oct 2020 - Jul 2022 | 1 |
Charles Boyd Chevrolet | Henderson, NC | Aug 2012 - Sep 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2022 |
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- 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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