Amy M. Parker
Professional summary
Amy Mcadam Parker, CFP®, who also goes by Amy Kristen Mcadam, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Monroe, North Carolina and SECU BROKERAGE SERVICES located in Monroe, North Carolina.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Amy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Mcadam Parker's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 28, 2008 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1790 Dickerson Blvd., Monroe, NC 28111May 30, 2008 - Present
SECU BROKERAGE SERVICES
Office #1: 1790 Dickerson Blvd, Monroe, NC 28111Office #2: 3934 South Providence Road, Waxhaw, NC 28173Office #3: 1390 Wesley Chapel Rd, Indian Trail, NC 28079Office #4: 1825 Matthews Township Parkway, Matthews, NC 28106State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/6/2008)
(8/28/2008)
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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