(*Available through CUSO Financial Services, LP)
Financial Advisors |
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Carla Hooker, CFP® Senior Financial Advisor Direct Line: 336.744.8461 |
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Fitz McMurry Financial Advisor Direct Line: 704.660.7210 |
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.
Check out your advisor’s background on FINRA's BrokerCheck.
Upon becoming one of our Investment Solutions clients, you'll have access from your desktop and mobile device to Clear 1, an intuitive, personalized client portal with detailed account information, transaction history and document storage. From this portal, you can securely connect with your advisor through compliant email or text with a simple click of a button.
To download the Clear 1 app, scan the appropriate QR Code.
