Joshua A. Barwick
Professional summary
Joshua Andrew Barwick, CFP®, who also goes by Josh Barwick, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Benson, North Carolina and SECU BROKERAGE SERVICES located in Clayton, North Carolina.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Andrew Barwick's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2012 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 168 Annette Dr., Benson, NC 27504June 25, 2012 - Present
SECU BROKERAGE SERVICES
Office #1: 512 Regency Park Dr, Clayton, NC 27520Office #2: 3101 Cashwell Dr., Goldsboro, NC 27534Office #3: 28 Oxholm Circle, Garner, NC 27529Office #4: 502 N Bright Leaf Blvd, Smithfield, NC 27577Office #5: 37 Briarcliff Drive, Clayton, NC 27527Office #6: 2811 Wayne Memorial Dr, Goldsboro, NC 27534Office #7: 168 Annette Dr, Benson, NC 27504State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/25/2012)
(6/25/2012)
Exams
Series 7TO
Date: 2/10/2022
General Securities Representative ExaminationFINRA
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 |
Red Flags
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