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Eric Thomas Hawkins

Credit Union Investment Services

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About Eric Thomas Hawkins

Eric Hawkins is a financial advisor with Credit Union Investment Services. Eric has been in the industry since 2014. Eric is licensed to provide investment advisory services in North Carolina and is also registered as a broker-dealer in North Carolina. Eric holds the Series 6, Series 63, Series 65 and SIE licenses. Eric provides financial planning and portfolio management for individuals, and also offers educational seminars.

Firm Information

Eric Hawkins 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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Eric Hawkins’s Registration & Firm History

NC

05/19/2015 - Present

Credit Union Investment Services (MEBANE NC)

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Licenses & Designations

IA

Issued 05/19/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Thomas Hawkins.
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