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Thomas Garrison Baysinger

Credit Union Investment Services

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About Thomas Garrison Baysinger

Thomas Garrison Baysinger is a financial advisor with Credit Union Investment Services in Matthews, NC. Thomas has been in the securities industry since August 25, 2019. Thomas is licensed to provide financial advice in North Carolina. Thomas is also a registered representative of Credit Union Investment Services, which is a registered investment advisor. Credit Union Investment Services provides financial planning and portfolio management services to individuals.

Firm Information

Thomas Baysinger 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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Thomas Baysinger’s Registration & Firm History

NC

07/12/2022 - Present

Credit Union Investment Services (Matthews NC)

NC

04/22/2020 - 06/13/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MATTHEWS NC)

NC

07/29/2019 - 04/24/2020

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Garrison Baysinger.
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