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James N
Series 63, Series 65
Asheville, NC
Credit Union Investment Services
James Neal is a financial advisor at Credit Union Investment Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at State Employees' Credit Union since 2011, serving as a Financial Advisory Services Specialist. Neal is also an agent with SECU Life Insurance Company and a Trust Representative at Members Trust Company. 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, with advisor recommendations implemented at the client’s discretion.
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