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Joseph H
Series 65, Series 63
Greensboro, NC
Credit Union Investment Services
Joseph Hampton is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with several affiliated firms including Members Trust Company, SECU*RE, Inc., SECU Life Insurance Company, and State Employees' Credit Union. In addition to his advisory role, he acts as a broker for SECU*RE, Inc. and serves as a financial advisory services specialist at 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 operates within a credit union ecosystem and emphasizes a long-term, goals-based investment approach using mostly low-cost index funds and ETFs.
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