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Lowell T
Series 63, Series 65
New Bern, NC
Credit Union Investment Services
Lowell Taylor is a financial advisor with Credit Union Investment Services in New Bern, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at several related firms, including Members Trust Company and SECU Life Insurance Company. Taylor also serves as a Financial Services Officer at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs within a credit-union ecosystem.
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