Kisha Ellerbe
Kisha Ellerbe is a registered investment advisor at Credit Union Investment Services, based in Rockingham, NC, with 9 years of industry experience. Kisha 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
114 W Franklin St., Rockingham, NC, 28379
Get directionsHistory
Regulatory History (2)
Financial
October 2018Financial
April 2018Other Business ActivitiesSells Insurance
Kisha is a Financial Services Officer at State Employees' Credit Union, dedicating nearly all of her time to this role. She is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, spending minimal time on these activities.
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.