John Bradley Lopp

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

• 07/2023 → Present
  State Employees' Credit Union
  Clayton, NC
• 01/2025 → Present
  Secu Brokerage Services
  Raleigh, NC
• 01/2025 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 07/2021 → 07/2023
  Johnston County Public Schools
  Selma, NC
• 12/2019 → 07/2021
  Boys And Girls Club Of Johnston County
  Selma, NC
• 08/2015 → 12/2019
  Western Carolina University
  Cullowhee, NC
• 03/2025 → Present
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 12/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 01/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. Horne Memorial United Methodist Church Address: 121 E Second St Clayton, NC. 27520 Title: Youth Director Duties: Plan trips, meetings with youth age members and adult volunteers. Start Date: 08/16/2024 Hours per month devoted: 40

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13