TE
Tabitha N. Evans
CREDIT UNION INVESTMENT SERVICES
Belville, NC 28451
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CRD#: 6253825
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Professional summary
Tabitha Nichole Evans, who also goes by Tabitha Nichole Darnell, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Belville, North Carolina and SECU BROKERAGE SERVICES located in Belville, North Carolina.
Tabitha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Tabitha has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tabitha Nichole Darnell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services District Manager. START DATE 8/2003. DUTIES: Supervise the offering of FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: AUGUST, 2016. TITLE: TRUST REP. DoorDash, 901 Market St., Ste. 600, San Francisco, CA 94103. Not investment related. Nature: Food service. Position: Delivery Driver. Start date: 12/2021. Duties: Deliver food orders. Hours per month: approx. 15 but will vary. None during trading hours. Uber. Address: 1015 Winterberry Circle Leland, NC. 28451. Type of Business: Rideshare Title: Driver/Operator Duties: Transport people to their destination. Start Date: 7/2024 Hours Per Month: 4-8, varies.
CRS (Client Relationship Summary) - RIA
Click below to view Tabitha Nichole Evans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2014 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 51 Gregory Rd, Belville, NC 28451RIA
CRD#: 144871
Belville, NC
Current
December 13, 2013 - Present
SECU BROKERAGE SERVICES
Office #1: 51 Gregory Rd, Belville, NC 28451Office #2: 923 Seaside Road Sw, Ocean Isle, NC 28469Office #3: 1214 East Fifth Street, Tabor City, NC 28463Office #4: 2375 Ocean Hwy W, Supply, NC 28462BD
CRD#: 19899
Belville, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(1/10/2014)
IAR
North Carolina(5/2/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CU
CREDIT UNION INVESTMENT SERVICES
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.
CRD#: 144871 / SEC#:
North Carolina
Registered Investment Advisory firm - (9/5/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
Mailing Address
Po Box 26807, Raleigh, NC 27611
Phone number
(800) 451-5467
Established
Firm type
Fiscal year end
# of Employees
258
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
