Zachary Scott Overton

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

• 05/2022 → Present
  State Employees' Credit Union
  Archdale, NC
• 06/2024 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 06/2024 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2021 → 05/2022
  Woodforest National Bank
  Greensboro, NC
• 02/2021 → 05/2021
  Sheetz
  Greensboro, NC
• 08/2020 → 02/2021
  Unemployed
  Sylva, NC
• 01/2016 → 08/2020
  Western Carolina University
  Cullowhee, NC
• 09/2024 → Present
  Credit Union Investment Services
  Raleigh, NC
• 07/2025 → Present
  Doordash
  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 6/2024. 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: 06/2024. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. Doordash Address: 302 2nd St Suite 800 San Francisco, CA 94107 Type of Business: Food Delivery Service Title: Delivery driver Duites: Delivering food orders to customers. Start Date: 07/24/2025 Hours per month: 80-100 Website: Doordash.com

Exams

• S66 Uniform Combined State Law Examination
  2024-11-13

Other Names

• Zarchary Scott Overton