JP
Joseph D. Pipkin
CREDIT UNION INVESTMENT SERVICES
Burlington, NC 27215
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CRD#: 6716034
JP
Professional summary
Joseph Davis Pipkin, who also goes by Joey Pipkin, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Burlington, North Carolina and SECU BROKERAGE SERVICES located in Mebane, North Carolina.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Joseph 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
Joey Pipkin
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 8/2012. 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: 10/2016. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Family Business. Egg Supplier. Address: 4234 Brick Church Rd. Burlington, NC. 27215. Start Date: 01/2024. Hours Per Month Devoted: 1-2. Duties: Occasionally selling extra eggs to friends from our chickens to offset feed costs. Catherine Pipkin. Address: 4234 Brick Church Rd, Burlington, NC 27815. Nature: Freelance graphic design. Title: Bookkeeper. Start date: 8/3/2017. Devote 5-10 hour per month to other business, none during securities trading hours. Duties: Tracking invoices and balancing accounts. 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: NOVEMBER, 2018. TITLE: TRUST REP. Robert Pipkin. Address: 4232 Brick Church Rd, Burlington, NC 27215. Nature: Family Business and/or Partnership. Title: Power of Attorney. Start date: 8/25/2021. Devote approximately 4 hours per month to other business, none during securities trading hours. Duties: Assist my dad with management of funds & purchase of groceries & supplies as requested. Next Door Rental Type of Business: Real Estate/Rental property Address: 4232 Brick Church Rd. Burlington, NC 27215 Title: Owner/Landlord Duties: Oversee rental and maintain residence Start Date: 12/2024 Hours Devoted: 1
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Davis Pipkin'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
March 20, 2017 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 2623 Alamance Road, Burlington, NC 27215RIA
CRD#: 144871
Burlington, NC
Current
November 8, 2016 - Present
SECU BROKERAGE SERVICES
Office #1: 1901 S Hwy 119, Mebane, NC 27302Office #2: 1601 Freeway Dr, Reidsville, NC 27320Office #3: 1176 St. Mark's Church Road, Burlington, NC 27215Office #4: 2623 Alamance Rd, Burlington, NC 27216Office #5: 1004 South Van Buren Rd, Eden, NC 27288Office #6: 654 Chief Martin Street, Madison, NC 27025Office #7: 980 Nc Hwy 86 N, Yanceyville, NC 27379BD
CRD#: 19899
Mebane, 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(1/17/2017)
IAR
North Carolina(3/20/2017)
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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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Burlington, NC 27215TRUST BUT VERIFY
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