Airis Alexander Abolins

Credit Union Investment Services

14 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Credit Union Investment Services

Compensation

Fee-Only (AUM)

Firm Size

246 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Location

801 Hillsborough St., 3rd Floor, Raleigh, NC, 27603

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2021

Pending

Customer Dispute

December 2017

Settled

Customer Dispute

January 2017

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Airis receives trailing income as an independent associate with LegalShield since 1999, dedicating minimal time to this non-investment related activity. Airis is also involved with State Employees' Credit Union in financial services.

Employment History

Current Registrations

Credit Union Investment Services

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

First Oak Wealth Management, LLC

September 2017 - May 2021 · 3 yrs 8 mos

First Oak Wealth Management, LLC

June 2017 - July 2017 · 1 mo

Great Lakes & Atlantic Wealth Management and Advisory Partners

May 2017 - June 2017 · 1 mo

Great Lakes & Atlantic Wealth Management and Advisory Partners

April 2017 - April 2017 · 0 mos

Davis Wealth Management

October 2009 - April 2017 · 7 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.