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Eric H

Series 65, Series 63

Mebane, NC

Credit Union Investment Services

Eric Hawkins is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 credentials. He has 11 years of industry experience, including roles at Members Trust Company, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent for SeCU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and integrates multiple affiliated businesses to provide comprehensive financial services.

General retirement planning Passive / index investing
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Joseph P

Series 63, Series 65

Mebane, NC

Credit Union Investment Services

Joseph Pipkin is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 designations. He has nine years of industry experience and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees’ Credit Union. Outside of advising, he is involved in a family egg supply business where he occasionally sells eggs to offset feed costs. Credit Union Investment Services serves primarily individual investors 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 long-term, goals-based planning approach, with advisory representatives as salaried employees of the parent credit union.

General retirement planning Passive / index investing
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