linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julian Gregory Scarborough

Credit Union Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julian? Claim Your Profile

About Julian Gregory Scarborough

Julian Scarborough is a Financial Services Officer with State Employees' Credit Union since August 2012 and has been an agent with SECU Life Insurance Company since June 2018. Julian Scarborough has been with Credit Union Investment Services since October 2018. Julian Scarborough holds the Series 6, Series 63 and Series 65 securities licenses, as well as the SIE. Julian Scarborough provides financial services to members of State Employees' Credit Union and provides opportunities for members to improve their economic and social condition. Julian Scarborough also provides investment-related services as an agent for SECU Life Insurance Company.

Firm Information

Julian Scarborough 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julian Scarborough’s Registration & Firm History

NC

01/14/2019 - Present

Credit Union Investment Services (Wilmington NC)

Not sure if Julian Gregory Scarborough is right for you?

Licenses & Designations

IA

Issued 01/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Gregory Scarborough.
Not sure if Julian Gregory Scarborough is right for you?