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Advisors / North Carolina / Reidsville
4yrs

Mark Brisson

Financial advisor at Credit Union Investment Services

Based in Reidsville, North Carolina, Mark Brisson is a fiduciary financial advisor with 4 years of industry experience. Mark has been with Credit Union Investment Services since 2023. Credit Union Investment Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 14 advisors with offices in Reidsville, and one of 14 fiduciaries.

Reidsville, NC 27320Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1601 Freeway Dr, Reidsville, NC 27320
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Credit Union Investment Services at (800) 451-5467 and ask for Mark Brisson. Mark works from the Reidsville, NC office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Credit Union Investment Services reports being paid by a percentage of the assets they manage. Ask Mark 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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