Crystal White
Crystal White is a registered investment advisor at Credit Union Investment Services, based in Carthage, NC, with 21 years of industry experience. Crystal 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
160 Savannah Garden Drive, Carthage, NC, 28327
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Crystal works for State Employees' Credit Union providing financial services, and for Members Trust Company as a Trust Rep, dedicating minimal time. She is also an agent for SECU Life Insurance Company selling life insurance as required by her position at the credit union.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
Previous Registrations
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
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.