Michael Timmons
Michael Timmons is a registered investment advisor at Credit Union Investment Services, based in Flat Rock, NC, with 10 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
90 Commericial Blvd, Flat Rock, NC, 28731
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Michael works for State Employees' Credit Union as a Financial Advisory Services Specialist and is also an agent for SECU Life Insurance Company. He is also a musician, a real estate broker for SECU*RE, Inc., and a trust representative for Members Trust Company, dedicating minimal time to these roles.
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
- Bernard Leonard, CFPEdward Jones