Emma Luckadoo Corneliussen

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

• 12/2022 → Present
  State Employees' Credit Union
  Lexington, NC
• 09/2019 → 01/2022
  Rei
  Asheville, NC
• 08/2016 → 08/2019
  Appalachian State University
  Boone, NC
• 01/2022 → 12/2022
  Unemployed
  Hickory, NC
• 05/2023 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2023 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2023 → 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 12/2022. 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: 5/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. SLO-ELK LLC 1422 BILLINGS DR HICKORY, NC 28602 COMMERCIAL REAL ESTATE MANAGED BY FATHER. INVESTMENT RELATED. JOINT OWNER WITH SISTER. DUTIES: NONE, FUNDS ARE DEPOSITED DIRECTLY INTO THE TRUST ACCOUNT. START DATE JULY 2017. HOURS DEVOTED TO BUSINESS: NONE

Exams

• S66 Uniform Combined State Law Examination
  2023-09-20

Other Names

• Emma Kerr Luckadoo