Terrance Holmes
Terrance Holmes is a registered investment advisor at Credit Union Investment Services, based in Charlotte, NC, with 25 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
4819 Park Road, Charlotte, NC, 28209
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Regulatory History (1)
Financial
October 2024Other Business ActivitiesSells Insurance
Terrance works as a delivery driver for Amazon Flex and is also an agent for SECU Life Insurance Company. He also works as a Financial Advisory Services Specialist at State Employees' Credit Union providing financial services to members.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
Previous Registrations
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
MML Investors Services, LLCBroker
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
P.J. Robb Variable CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.