IFG Advisory
23yrs
More experience than 71% of advisors in North Carolina
4yrs
Dixie Morgan
Full name on record: Dixie Patrick Morgan
Financial advisor at Credit Union Investment Services
Dixie Morgan has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Andrews, North Carolina. Dixie joined Credit Union Investment Services in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Credit Union Investment Services reports being paid through a percentage of assets.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1090 Main St, Andrews, NC 28901
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
- 2022 – nowCredit Union Investment ServicesCurrent firm
Contact Dixie
(800) 451-5467Firm headquarters in Raleigh, NC. Ask for Dixie. 1090 Main StAndrews, NC 28901Office · Get directions
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Questions to ask Dixie
Tailored to Dixie’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 Dixie
How do I contact Dixie?
Call Credit Union Investment Services at (800) 451-5467 and ask for Dixie Morgan. Dixie works from the Andrews, NC office.
How long has Dixie been a financial advisor?
Dixie has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Dixie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dixie a fiduciary?
Dixie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dixie paid?
Credit Union Investment Services reports being paid by a percentage of the assets they manage. Ask Dixie 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.