Kjersti Lockhart
Kjersti Lockhart is a registered investment advisor at Credit Union Investment Services, based in Roxboro, NC, with 4 years of industry experience. Kjersti 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
Roxboro, NC
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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
Kjersti works for State Employees' Credit Union as a Financial Advisory Services Specialist since 2016. She is also an agent for SECU Life Insurance Company since 2021 and a Trust Rep for Members Trust Company since 2022.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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