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Allison Marie Flippin

Credit Union Investment Services

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About Allison Marie Flippin

Allison Flippin is a financial professional with over 5 years of experience in the financial services industry. Allison is a Certified Financial Planner™ professional and holds the Series 6, Series 63 and SIE licenses. Allison is registered with Credit Union Investment Services in Raleigh, NC. Allison has a strong background in providing financial services to individuals and has been a financial services officer with State Employees' Credit Union since October 2012. Allison is also a licensed agent for SECU Life Insurance Company. Allison also has a background in education, having been an adjunct notary public instructor at Wake Tech Community College since May 2018. Allison is also a trust representative for Members Trust Company. Allison's goal is to help individuals achieve their financial goals.

Firm Information

Allison Flippin is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allison Flippin’s Registration & Firm History

NC

08/30/2017 - Present

Credit Union Investment Services (Raleigh NC)

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Licenses & Designations

BC

Issued 07/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Marie Flippin.
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