Kayla Smith
Kayla Smith is a registered investment advisor at Credit Union Investment Services, based in Statesville, NC, with 6 years of industry experience. Kayla 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
1742 Wilkesboro Rd N, Statesville, NC, 28625
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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
Kayla works for State Employees' Credit Union providing financial services and is also an agent for SECU Life Insurance Company. She also works in customer service for Crate & Barrell/CB2/Hudson Grace, manages two rental properties, dedicating about a quarter of her time to the customer service role and minimal time to the rental properties.
Employment History
Current Registrations
Secu Brokerage ServicesBroker
Credit Union Investment Services
Secu Brokerage Services
Previous 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.