Abby Drawdy
Abby Drawdy is a registered investment advisor at Credit Union Investment Services, based in Advance, NC, with 9 years of industry experience. Abby 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
Advance, NC
Get directionsHistory
Regulatory History (1)
Criminal
October 2025Other Business ActivitiesSells Insurance
Abby works for State Employees' Credit Union providing financial services, and also as an agent for SECU Life Insurance Company. She also spends minimal time as a Trust Rep for Members Trust Company.
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.