Martin Hefner
Martin Hefner is a CFP-designated registered investment advisor at Credit Union Investment Services, based in Raleigh, NC, with 4 years of industry experience. Martin 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
801 Hillsborough St, 3rd Floor, Raleigh, NC, 27603
Get directionsHistory
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
Martin works for State Employees' Credit Union providing financial services and is also an agent for SECU Life Insurance Company since 2022. Additionally, Martin is a Trust Rep for Members Trust Company since August 2023.
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
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