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William Jordan Barefoot

Credit Union Investment Services

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About William Jordan Barefoot

William Jordan Barefoot is a financial advisor with Credit Union Investment Services, working out of the DUNN, NC branch office. William has been in the financial services industry for over 10 years. William is a licensed advisor in North Carolina. William is a Registered Representative and Investment Advisor Representative with Credit Union Investment Services and holds the Series 6, Series 63, and Series 65 licenses. William is also a Registered Representative with SECU Brokerage Services. William's experience includes offering financial services to eligible members of State Employees' Credit Union.

Firm Information

William Barefoot 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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William Barefoot’s Registration & Firm History

NC

03/05/2015 - Present

Credit Union Investment Services (DUNN NC)

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Licenses & Designations

IA

Issued 03/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jordan Barefoot.
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