Gene Turner (CRD# 7167908) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has over 4 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 6431731
Reach Strategic Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Jul 2022 - Current | 2 |
| Credit Union Investment Services | Raleigh, NC | Dec 2019 - Current | 4 |
| Secu Brokerage Services | Raleigh, NC | Aug 2019 - Current | 4 |
| Secu Life Insurance Company | Raleigh, NC | Aug 2019 - Current | 4 |
| State Employees' Credit Union | Wilmington, NC | Sep 2015 - Current | 8 |
| Suntrust | Carrboro, NC | May 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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