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MT

Michael J. Timmons

CREDIT UNION INVESTMENT SERVICES
Flat Rock, NC 28731
CRD#: 6552400
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MT
Michael Jason TimmonsCREDIT UNION INVESTMENT SERVICES

Professional summary

Michael Jason Timmons, who also goes by Jason Timmons, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Flat Rock, North Carolina and SECU BROKERAGE SERVICES located in Hendersonville, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael 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

Jason Timmons

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jason Timmons'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®
None

Experience

Current

May 11, 2016 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 90 Commericial Blvd, Flat Rock, NC 28731Office #2: 1377 Asheville Hwy, Hendersonville, NC 28791
RIA
CRD#: 144871
Flat Rock, NC
Current

December 16, 2015 - Present

SECU BROKERAGE SERVICES

Office #1: 1377 Asheville Hwy, Hendersonville, NC 28791Office #2: 90 Commercial Blvd, Flat Rock, NC 28731Office #3: 74 Weaver St., Columbus, NC 28722Office #4: 428 South Main St, Rutherfordton, NC 28139Office #5: 117 Daniel Rd, Forest City, NC 28043
BD
CRD#: 19899
HENDERSONVILLE, 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
(12/21/2015)
IAR
North Carolina
(5/11/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/16/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/16/2015
Investment Company Products/Variable Contracts Representative Examination
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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 110,960

Red Flags

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Company Information

CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Flat Rock, NC 28731

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