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Gene William Turner

Credit Union Investment Services

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About Gene William Turner

Gene William Turner is an Investment Advisor Representative at Credit Union Investment Services. Gene currently works with clients in Wilmington, NC, and has been in the industry since 2019. Gene is registered with the state of North Carolina as an Investment Advisor Representative and holds the Series 63, 65, and SIE licenses. Gene has experience working with clients in various areas, including financial planning, educational seminars and portfolio management for individuals. Gene's specialties include mutual funds, insurance, and securities, along with other financial products and services.

Firm Information

Gene Turner 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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Gene Turner’s Registration & Firm History

NC

01/08/2021 - Present

Credit Union Investment Services (Wilmington NC)

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Licenses & Designations

IA

Issued 01/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gene William Turner.
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