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Michael R
Series 63, Series 65
Greensboro, NC
Credit Union Investment Services
Michael Rawls is a financial advisor at Credit Union Investment Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2022. Rawls has additional roles at SECU Life Insurance Company and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, with advisory representatives who are salaried employees of the parent credit union.
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