Advisor at Credit Union Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Burgaw, NC 28425
Credentials
Series 63, Series 65
Industry experience
12 years
Amanda English is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked concurrently with Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union since 2010. Outside of her advisory roles, she owns and manages a chicken farming business and serves as assistant treasurer for the Pender Sheriff's Charitable Foundation. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, employing a goals-based, long-term planning approach.
Based on Credit Union Investment Services
Based on Credit Union Investment Services
$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities
Account minimum: $3,500
1000 Rhodes Ave.
Burgaw, NC 28425
North Carolina
Secu Life Insurance Company
2014 - Present (12 years)
Members Trust Company
2014 - Present (12 years)
Credit Union Investment Services
2013 - Present (13 years)
Secu Brokerage Services
2013 - Present (13 years)
State employees' credit union
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
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They provide trust and estate administration services, typically for separate fees.
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They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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