Dustin A. Garrett
Professional summary
Dustin Allen Garrett, CFP® is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Eden, North Carolina and SECU BROKERAGE SERVICES located in Raleigh, North Carolina.
Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Dustin has worked at 2 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Allen Garrett's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2017 - Present
CREDIT UNION INVESTMENT SERVICES
Office #2: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603March 10, 2017 - Present
SECU BROKERAGE SERVICES
Office #1: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2017)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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 |
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