South Carolina Federal Hires New CFS* Investment Advisor

(N. Charleston, S.C.) – 3/14/2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*.

Charlis Wright has joined Investment Solutions, through CFS*, as a financial advisor to serve clients in the Columbia area. In this role, Wright will provide strategic financial management solutions to clients interested in planning for retirement, building wealth, transferring assets to future generations, and more.

Previously, Wright worked for Edward Jones Investments as a Financial Advisor, where she assessed the financial needs of over 200 clients, and assisted with making decisions on investments and insurance. She holds her Series 7 and 66 licenses and an insurance license to sell Life, Accident, and Heath, as well as Property and Casualty.

Charlis' passion for financial well-being and dedication to her clients made her the ideal candidate for this role. She brings a significant value to our members and will be an excellent addition to our team. Whether you are just getting started or are a seasoned investor, it's important to work with someone who acts as your assistant, advocate, and advisor, and we're thrilled to have found that in Charlis.
- Joe Grech, President of SCF Solutions, LLC

Wright is a Junior League Member and currently serves as the President of the Ridge View High School Parent Teacher Student Organization.

South Carolina Federal Credit Union has contracted with CFS* to make non-deposit investment products and services available to credit union members. The team of CFS* advisors help members plan for the future and achieve their long-term goals.

*
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. South Carolina Federal Credit Union and South Carolina Federal Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South Carolina Federal Investment Solutions, and may be employees of South Carolina Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South Carolina Federal Credit Union or South Carolina Federal Investment Solutions. Securities and insurance offered through LPL or its affiliates are:  
 
 Not Insured by NCUA or Any Other Government Agency  Not Credit Union Guaranteed  Not Credit Union Deposits or Obligations  May Lose Value
 
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
South Carolina Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial CRS Form

Information provided should not be construed as tax advice. Please consult a tax professional.