Sydney Dugan
Sydney Dugan is a registered investment advisor at Credit Union Investment Services, based in Sanford, NC, with 3 years of industry experience. Sydney 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
1764 Bragg St, Sanford, NC, 27330
Get directionsHistory
Regulatory History (3)
Financial
November 2018Financial
September 2018Financial
August 2018Other Business ActivitiesSells Insurance
Sydney provides financial services to eligible members of the State Employees' Credit Union. Sydney is also an agent for SECU Life Insurance Company since 2022, handling duties as required in conjunction with her position at the credit union.
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.