Joseph Earl Barnes

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

• 11/2020 → Present
  State Employees' Credit Union
  Raleigh, NC
• 01/2022 → Present
  Secu Brokerage Services
  Raleigh, NC
• 01/2022 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2020 → 11/2020
  Ground Game
  Raleigh, NC
• 07/2020 → 08/2020
  Fidelity Investments
  Raleigh, NC
• 08/2019 → 05/2020
  State Employees' Credit Union
  Raleigh, NC
• 05/2017 → 08/2019
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 01/2016 → 05/2017
  Motlow State Community College
  Tullahoma, TN
• 05/2022 → Present
  Credit Union Investment Services
  Raleigh, NC
• 10/2024 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC. Start date: 11/2020. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 1/2022. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: 10/2024 . Title: Trust Rep. Granville County Community Foundation Address: 3737 Glenwood Ave. Suite 460 Raleigh, NC. 27612 Type of Business: Non-Profit Organization Title: Affiliate Advisory Board Member Duties: Inspire philanthropy in the community. Educate, inform, promote members about the local foundation's work Assist in Grant making. Start Date: 04/01/2026 Hours Per Month: 1

Exams

• S66 Uniform Combined State Law Examination
  2022-06-11

Other Names

• Joe Barnes