Airis Alexander Abolins

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1999 → Present
  Legalshield (Fna Pre-Paid Legal Services)
  Raleigh, NC
• 06/2009 → 04/2017
  Dwm Advisors, Llc
  Durham, NC
• 04/2017 → 06/2017
  Great Lakes & Atlantic Wealth Management
  Charlotte, NC
• 04/2017 → 06/2017
  First Oak Wealth Management, Llc
  Raleigh, NC
• 06/2017 → 04/2021
  First Oak Wealth Management, Llc
  Raleigh, NC
• 03/2023 → 09/2023
  Secu Brokerage Services
  Raleigh, NC
• 10/2021 → Present
  State Employees' Credit Union
  Raleigh, NC
• 03/2023 → Present
  Credit Union Investment Services
  Raleigh, NC
• 05/2021 → 09/2021
  Unemployed
  Raleigh, NC

Previous Registrations

• 2017-06-21 → 2021-05-13
  First Oak Wealth Management, Llc
  Raleigh, NC
• 2017-04-03 → 2017-06-20
  Hayden Royal
  Raleigh, NC
  Charlotte, NC
• 2009-10-07 → 2017-04-03
  Davis Wealth Management
  Durham, NC
  Durham, NC

Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC LEGALSHIELD(4/99 TO PRESENT): NOT INVESTMENT RELATED, 4914 MOREHEAD DR. RALEIGH, NC 27612, INDEPENDENT ASSOCIATE, 1 hour per month, none during trading hours. No longer active in sales, trailing income only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-06
• S63 Uniform Securities Agent State Law Examination
  1997-06-12

Other Names

• Alex Abolins