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Alexander Joseph Hoscila

Advisor at Credit Union Investment Services — Roanoke Rapids, NC East 10th St

Updated today

Credentials

Series 66

Experience

2 years

Location

Roanoke Rapids, NC 27870

Credit Union Investment Services logo

Credit Union Investment Services

Multi-team

Total advisors

253

Across 169 offices

Clients per advisor

143 Very High

Avg AUM per client

$3 Very Low

HNW client ratio

0% Very Low

About

Alexander Hoscila is a Series 66 licensed financial advisor with Credit Union Investment Services, based in Roanoke Rapids, NC. He has two years of industry experience and has held roles with State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and Equitable Advisors. Hoscila also serves as a Financial Advisory Services Specialist and life insurance agent with State Employees' Credit Union and its affiliates. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Client services

Based on Credit Union Investment Services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Credit Union Investment Services

General retirement planning Passive / index investing

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Fee options

Percentage

$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities

Other

Account minimum: $3,500

Location

See office

Roanoke Rapids, NC East 10th St

400 East 10th St

Roanoke Rapids NC 27870

Advisors at this office

1

Most active in

North Carolina

Work history

2 years of industry experience

State Employees' Credit Union

2025 - Present • 1 year

Roanoke Rapids, NC

SECU Brokerage Services

2025 - Present • 1 year

Raleigh, NC

Credit Union Investment Services

2025 - Present • 1 year

Raleigh, NC

SECU Life Insurance Company

2025 - Present • 1 year

Raleigh, NC

Equitable Advisors

2025 - 2025 • 1 year

New York, NY

Credit Union Investment Services

2023 - 2025 • 2 years

Raleigh, NC

SECU Life Insurance Company

2023 - 2025 • 2 years

Raleigh, NC

SECU Brokerage Services

2023 - 2025 • 2 years

Raleigh, NC

State Employees' Credit Union

2023 - 2025 • 2 years

Roanoke Rapids, NC

State Employees' Credit Union

2022 - 2023 • 1 year

Rocky Mount, NC

Carr, Riggs, and Ingram CPAs and Advisors

2020 - 2022 • 2 years

Wilson, NC

Barton College

2018 - 2021 • 3 years

Wilson, NC

Unemployed

2018 - 2018 • 1 year

Roanoke Rapids, NC

Roanoke Rapids High School

2014 - 2018 • 4 years

Roanoke Rapids, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert M

Series 63, Series 65

Gasburg, VA

Integrity Alliance, LLC

Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.

Annuities ESG / Sustainable investing

Spencer N

CFP®, Series 66

Roanoke Rapids, NC

Edward Jones

Spencer Nichols is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint as well as affiliated offerings including a trust company and proprietary mutual funds.

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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James L

Series 66

Roanoke Rapids, NC

Edward Jones

James Lyles is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves as an elected board member of the Roanoke Rapids Sanitary District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a widespread network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Willis C

Series 66

Roanoke Rapids, NC

Edward Jones

Willis Caudle III is a financial advisor with Edward Jones in Roanoke Rapids, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of WRCIII Ventures, LLC, a holding company established to manage a limousine bus rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and a large branch footprint.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Donna D

Series 66

Roanoke Rapids, NC

Edward Jones

Donna Dunlow is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory strategies and maintaining a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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