Laurel G. Bacogeorge
Professional summary
Laurel G Bacogeorge, who also goes by Laurel Elizabeth Griffin, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Mint Hill, North Carolina and SECU BROKERAGE SERVICES located in Mint Hill, North Carolina.
Laurel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Laurel has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurel G Bacogeorge's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2025 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 11529 Lawyers Rd, Mint Hill, NC 28227July 30, 2025 - Present
SECU BROKERAGE SERVICES
Office #1: 11529 Lawyers Road, Mint Hill, NC 28227October 14, 1999 - April 14, 2025
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/30/2025)
(9/11/2025)
Exams
FINRA
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
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