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Tony Walker Jr.

Advisor at Credit Union Investment Services

Updated today

Location

Kings Mountain, NC 28086

Credentials

Series 63, Series 65

Industry experience

6 years

About

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with 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 client decisions implemented at their discretion.

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

2104 Shelby Rd

Kings Mountain, NC 28086

Most active in

North Carolina

Work history

Members Trust Company

2022 - Present (4 years)

Credit Union Investment Services

2019 - Present (7 years)

SECU Life Insurance Company

2019 - Present (7 years)

SECU Brokerage Services

2019 - Present (7 years)

State Employees' Credit Union

2015 - Present (11 years)

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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Ryan H

Series 63, Series 65

Gastonia, NC

Hammond Wealth Partners

Ryan Hammond is the principal of Hammond Wealth Partners in Gastonia, NC. He holds Series 63 and Series 65 licenses and has experience with firms including Wells Fargo, The Vanguard Group, and Amplified Planning. Hammond has also held multiple roles at The University of North Carolina at Charlotte and Gaston College. Hammond Wealth Partners is a fee-only, fiduciary investment advisory firm serving primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis to implement diversified, tax-efficient investment strategies and offers comprehensive financial planning alongside asset-based management.

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Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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Bre Ann W

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Shelby, NC

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Jason G

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Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

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Robert P

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Shelby, NC

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Robert Pitt Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1990 and worked at Antrim from 2006 to 2022. Outside of his advisory role, he serves as trustee for his parents' trust, managing its investments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations.

Wealth management
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Gary G

PFS™, Series 65

Shelby, NC

Gragg Financial

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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