Philip T. Brown
Professional summary
Philip Travis Brown, who also goes by Travis Brown, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Chapel Hill, North Carolina and SECU BROKERAGE SERVICES located in Chapel Hill, North Carolina.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Philip 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 Philip Travis Brown's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2016 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1010 S Hamilton Rd, Chapel Hill, NC 27514August 9, 2016 - Present
SECU BROKERAGE SERVICES
Office #1: 1010 S Hamilton Rd, Chapel Hill, NC 27514Office #2: 173 N Chatham Parkway, Chapel Hill, NC 27517Office #3: 110 South Elliott Rd, Chapel Hill, NC 27514State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2016)
(12/22/2016)
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 |
Red Flags
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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Chapel Hill, NC 27514TRUST BUT VERIFY
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