TAR River Wealth Planning
43yrs
Top advisor by experience in Louisburg
12yrs
Christopher Smith
Full name on record: Christopher Read Smith
Financial advisor at Credit Union Investment Services
Based in Louisburg, North Carolina, Christopher Smith is a fiduciary financial advisor with 12 years of industry experience. Christopher joined Credit Union Investment Services in 2014, a firm offering financial planning, investment management, and selecting outside investment managers. Credit Union Investment Services reports being paid through a percentage of assets.
One of 10 advisors with offices in Louisburg, and one of 9 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 69% of advisors at Credit Union Investment Services
OfficeLouisburg, NC
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowCredit Union Investment ServicesCurrent firm
Contact Christopher
(800) 451-5467Firm headquarters in Raleigh, NC. Ask for Christopher. Louisburg, NCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Credit Union Investment Services at (800) 451-5467 and ask for Christopher Smith. Christopher works from the Louisburg, NC office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2014, about 12 years. More experience than 69% of advisors at Credit Union Investment Services.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Credit Union Investment Services reports being paid by a percentage of the assets they manage. Ask Christopher 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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