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2 advisors near 28425
Out of 400,000+ nationwide
Amanda E
Series 63, Series 65
Burgaw, NC
Credit Union Investment Services
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.
Daniel L
ChFC®, Series 66
Rocky Point, NC
Edward Jones
Daniel Leighton is a financial advisor with Edward Jones in Rocky Point, NC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.
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2 advisors near 28425
Out of 400,000+ nationwide