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Brandon D. Earl
CREDIT UNION INVESTMENT SERVICES
Greensboro, NC 27409
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CRD#: 6388685
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Professional summary
Brandon Durant Earl, CFP® is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Greensboro, North Carolina and SECU BROKERAGE SERVICES located in Oak Ridge, North Carolina.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brandon has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: REGIONAL VP. START DATE 6/2009. 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: 10/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. A BETTER WAY TO GOLF. NOT INVESTMENT RELATED. ADDRESS: 512 GRETCHEN CT., GREENSBORO, NC 27410. NATURE: GOLF/SPORTS. TITLE: OWNER/GOLF PRO. START DATE: 4/2010. DEVOTE APPROXIMATELY 10 HOURS PER MONTH TO OTHER BUSINESS, NONE DURING SECURITIES TRADING HOURS. DUTIES: GOLF LESSONS. 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: SEPTEMBER, 2016. TITLE: TRUST REP.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 18, 2014 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 615 Millwood School Rd, Greensboro, NC 27409RIA
CRD#: 144871
Greensboro, NC
Current
October 2, 2014 - Present
SECU BROKERAGE SERVICES
Office #1: 2047 Oak Ridge Road, Oak Ridge, NC 27310Office #2: 4014 Battleground Avenue, Greensboro, NC 27410Office #3: 615 Millwood School Road, Greensboro, NC 27409BD
CRD#: 19899
Oak Ridge, 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(10/31/2014)
IAR
North Carolina(12/18/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Greensboro, NC 27409TRUST BUT VERIFY
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