Kelly Childs
Kelly Childs is a registered investment advisor at Credit Union Investment Services, based in Morganton, NC, with 3 years of industry experience. Kelly 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
221 Enola Rd, Morganton, NC, 28655
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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
Kelly works as a Financial Advisory Services Specialist for State Employees' Credit Union, and is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company. Additionally, Kelly owns a business selling wildflower honey and another selling food concessions at festivals, dedicating minimal time to these ventures.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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