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.
Credentials
Series 66
Experience Industry experience
6 years
Location
Dunn, NC 28334
Edward Jones
Institution
Russell Galvan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He worked at The HP Group, LLC for ten years before joining Edward Jones in 2024. 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 through a large network of advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Dunn, NC East Divine Street
105 East Divine Street
Dunn NC 28334
Advisors at this office
2
North Carolina · Texas
6 years of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
The HP Group, LLC
2014 - 2024 • 10 years
Dunn, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Dunn, NC
Credit Union Investment Services
Cody Nussbaum is a financial advisor with Credit Union Investment Services in Dunn, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with State Employees' Credit Union since 2016 and holds roles with SECU Life Insurance Company, SECU Brokerage Services, and Members Trust Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management and financial planning focused on long-term goals using low-cost mutual funds and ETFs within a credit union structure.
Series 63, Series 65
Dunn, NC
Credit Union Investment Services
William Barefoot is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has served in various roles since 2012, including Financial Advisory Services District Manager at State Employees' Credit Union and Agent at SeCU Life Insurance Company. In addition to his financial advisory work, he operates a landscaping and lawn care business. Credit Union Investment Services serves primarily individual investors 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, with salaried advisers who provide recommendations while clients retain decision-making authority.
Series 66
Dunn, NC
Credit Union Investment Services
Bryson Lee is a financial advisor at Credit Union Investment Services with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked with SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his financial advisory career, he is involved with Rose & Graham Funeral Home Inc. Credit Union Investment Services serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and emphasizes a goals-based, long-term investment approach.
Series 66
Four Oaks, NC
Mercer Global Advisors Inc.
Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.
Series 63, Series 65
Four Oaks, NC
J. W. Cole Advisors, Inc.
Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.
Series 63, Series 65
Dunn, NC
Truist Advisory Services
Edgar Barbour is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its solutions.
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