Terrance Leroy Holmes

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

• 08/2014 → 01/2018
  Bbtis
  Charlotte, NC
• 01/2018 → 01/2018
  Bb&T Securities, Llc
  Charlotte, NC
• 02/2018 → 04/2019
  Mml Investors Services, Llc
  Charlotte, NC
• 01/2018 → 04/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 04/2019 → 05/2019
  Bb&T Securities, Llc
  Charlotte, NC
• 05/2019 → 02/2021
  Bbtis
  Charlotte, NC
• 02/2021 → 01/2025
  Truist Investment Services, Inc.
  Charlotte, NC
• 01/2025 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 01/2025 → Present
  Secu Brokerage Services
  Raleigh, NC
• 01/2025 → Present
  State Employees Credit Union
  Raleigh, NC
• 01/2025 → Present
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

AMAZON FLEX POSITION: Delivery Driver NATURE: Delivery Service INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: Deliver packages 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. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 1/2025. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Instacart Address: 6406 Rosecrest Dr Charlotte, NC 28210 Type of Business: Delivery Services Title: Driver Duties: Deliver items ordered via online App Start Date: 01/16/2026 Hours worked per month: 10 GoShare Address: 6406 Rosecrest Dr Charlotte, NC 28210 Type of Business: Delivery Services Title: Driver Duties: Deliver items ordered via online App Start Date: 01/16/2026 Hours worked per month: 10 DoorDash Address: 6406 Rosecrest Dr Charlotte, NC 28210 Type of Business: Delivery Services Title: Driver Duties: Deliver items ordered via online App Start Date: 01/16/2026 Hours worked per month: 10 UberEats Address: 6406 Rosecrest Dr Charlotte, NC 28210 Type of Business: Delivery Services Title: Driver Duties: Deliver items ordered via online App Start Date: 01/16/2026 Hours worked per month: 10 Roadie Address: 6406 Rosecrest Dr Charlotte, NC 28210 Type of Business: Delivery Services Title: Driver Duties: Deliver items ordered via online App Start Date: 01/16/2026 Hours worked per month: 10

Exams

• S66 Uniform Combined State Law Examination
  2025-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-02-17

Other Names

• Terry Holmes
• Terrance Leroy Holmes
• Terrance Holmes