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AC

Amber B. Creed

CREDIT UNION INVESTMENT SERVICES
Dobson, NC 27017
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CRD#: 6952330
AC
Amber Boyd CreedCREDIT UNION INVESTMENT SERVICES

Professional summary


Amber Boyd Creed, who also goes by Amber Chloe Boyd, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Dobson, North Carolina and SECU BROKERAGE SERVICES located in Pilot Mountain, North Carolina.

Amber is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Amber has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases


Amber Chloe Boyd

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 Amber Boyd Creed'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

November 13, 2018 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 826 East Atkins St, Dobson, NC 27017Office #2: 204 Lola Ln, Pilot Mountain, NC 27041
RIA
CRD#: 144871
Dobson, NC
Current

August 20, 2018 - Present

SECU BROKERAGE SERVICES

Office #1: 204 Lola Ln, Pilot Mountain, NC 27041Office #2: 805 S Franklin Rd, Mount Airy, NC 27030Office #3: 826 East Atkins St, Dobson, NC 27017
BD
CRD#: 19899
Pilot Mountain, 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
(9/10/2018)
IAR
North Carolina
(11/13/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/13/2018
Uniform Investment Adviser Law Examination
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)
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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


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Dobson, NC 27017

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