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Frankie Odell Hunt

Credit Union Investment Services

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About Frankie Odell Hunt

Frankie Odell Hunt is a financial advisor at Credit Union Investment Services. Frankie has been in the financial industry since August 2006. Frankie is a Registered Representative and Investment Adviser Representative in the state of North Carolina. Frankie holds Series 6, Series 63, Series 65, and SIE licenses. Frankie provides financial services to members of the State Employees' Credit Union. Frankie also provides life insurance services through SECU Life Insurance Company and trust services through Members Trust Company.

Firm Information

Frankie Hunt 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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Frankie Hunt’s Registration & Firm History

NC

12/11/2018 - Present

Credit Union Investment Services (Pembroke NC)

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Licenses & Designations

IA

Issued 12/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frankie Odell Hunt.
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