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John S

Series 66

Boone, NC

Credit Union Investment Services

John Sanders is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and two years of industry experience. His background includes roles at State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and prior work at Chick-Fil-A and Boone Police Department among others. He serves as an agent for SECU Life Insurance Company and specializes in financial advisory services for members of State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes goals-based, long-term investment strategies using low-cost index mutual funds and ETFs within a credit-union ecosystem.

General retirement planning Passive / index investing
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