Michael Conley
Michael Conley is a CFP-designated registered investment advisor at Credit Union Investment Services, based in Southern Pines, NC, with 11 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include 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% |
Fees vary by product type: 0.25% annually for cash and individual fixed income, and 0.50% annually for all other securities.
Fee Estimator
Location
10955 Us 15/501, Southern Pines, NC, 28387
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael provides financial advisory services at State Employees' Credit Union and is an agent for SECU Life Insurance Company. He also works in customer service for Collinite Wax Corporation and is a trust representative for Members Trust Company, dedicating minimal time to each.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
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.
Exams
More Advisors
- Taylor Clement, CFPCetera Investment Advisers LLC
- Michael White, CFPDreher Financial Partners
- Thomas Velevis, CFPDreher Financial Partners
- Joshua Polidori, CFP
- Audra Lubawski, CFPOsaic Institutions, INC.
- Jeffrey Kittrell, CFPModera Wealth Management, LLC