Alexander Jordan Cartrette

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

• 04/2022 → Present
  State Employees' Credit Union
  King, NC
• 08/2024 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2017 → 04/2022
  Sams Club
  Winston Salem, NC
• 01/2017 → 03/2017
  Loomis
  Kernersville, NC
• 08/2016 → 12/2016
  Forsyth Technical Community College
  Winston Salem, NC
• 06/2014 → 10/2016
  Sams Club
  Winston Salem, NC
• 07/2024 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 12/2024 → Present
  Credit Union Investment Services
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14