Hart Investment Management
44yrs
Top advisor by experience in Southern Pines
12yrs
Michael Conley
Full name on record: Michael Patrick Conley
Financial advisor at Credit Union Investment Services
Based in Southern Pines, North Carolina, Michael Conley is a financial advisor with 12 years of industry experience. Michael joined Credit Union Investment Services in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. Michael holds the CFP® designation.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 63% of advisors at Credit Union Investment Services
Office10955 US 15/501, Southern Pines, NC 28387
How the firm is paid ?Percent of assets
Typical client at the firm ?$326,047
Advisors at the firm253
States licensed ?1 state
Services through Credit Union Investment Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowCredit Union Investment ServicesCurrent firm
Contact Michael
10955 US 15/501Southern Pines, NC 28387Office · Get directions Firm main line(800) 451-5467Headquarters: Credit Union Investment Services · Raleigh, NC
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Credit Union Investment Services at (800) 451-5467 and ask for Michael Conley. Michael works from the Southern Pines, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2015, about 12 years. More experience than 63% of advisors at Credit Union Investment Services.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Credit Union Investment Services reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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