Dixie P. Morgan
Professional summary
Dixie Patrick Morgan, who also goes by Dixie Crystal Sue Patrick, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Andrews, North Carolina and SECU BROKERAGE SERVICES located in Robbinsville, North Carolina.
Dixie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Dixie has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dixie Patrick Morgan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2022 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1090 Main St, Andrews, NC 28901August 30, 2022 - Present
SECU BROKERAGE SERVICES
Office #1: 370 Tallulah Road, Robbinsville, NC 28771Office #2: 1090 Main St, Andrews, NC 28901Office #3: 1297 Andrews Road, Murphy, NC 28906Office #4: 245 Cunningham Rd, Franklin, NC 28734State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/15/2022)
(10/28/2022)
Exams
Series 6TO
Date: 8/29/2022
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 |
Red Flags
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