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Frankie H

Series 63, Series 65

Pembroke, NC

Credit Union Investment Services

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

General retirement planning Passive / index investing
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Joseph B

Series 66

Laurinburg, NC

Edward Jones

Joseph Bowen is a financial advisor with Edward Jones in Laurinburg, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked with Lincoln Heritage Life Insurance and Bankers Life Insurance. Outside of his advisory role, Bowen is involved with the Laurinburg Masonic Lodge and has experience as an embalmer and preneed specialist in funeral services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Paul B

Series 66, Series 63

Laurinburg, NC

Edward Jones

Paul Brooks II is a financial advisor with Edward Jones in Laurinburg, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of his advisory work, he serves as a project analyst and chaplain for Scotland Health Care System and is an itinerant preacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brad C

Series 66

Red Springs, NC

LPL Financial

Brad Currie is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with firms including Waddell & Reed Inc and various insurance carriers prior to joining LPL Financial. Outside of his advisory role, he assists with operational tasks at Currie Insurance, a family-owned business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Rebecca H

CFP®, ChFC®, Series 63, Series 66

Laurinburg, NC

Edward Jones

Rebecca Hughes is a financial advisor at Edward Jones with 18 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was involved with Rebecca Hughes Insurance Agency and STATE FARM VP MANAGEMENT CORP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network, as well as affiliated capabilities including mutual funds and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bette S

Series 66

Laurinburg, NC

Edward Jones

Bette Sellers is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, with a period of self-employment from 2017 to 2022. Outside of advising, she owns a cleaning service in Laurinburg, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Founder/Business Owner
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