Financial Investment Representatives

Neal G. Davis, Senior Investment Advisor

Active Securities Licenses (Series 7 and 66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS*), our broker dealer
State Securities Registrations - VA, MD, NC, MI, OH, WA
Life Insurance licensed
LongTerm Care Insurance licensed
19 years experience in financial services
B.A, Hampden Sydney College, Farmville VA and a M.S. in Accounting and Taxation, Old Dominion University, Norfolk, VA

AREAS OF SPECIALIZATION:

Retirement planning
401(K), TSP & 403 (B) Plan Rollovers
Mutual Funds
Traditional & Roth IRA's
Wealth Transfer Strategies
Estate Planning Strategies

Contact me at: 757-523-5368 or Susie Knotts 757-523-5389

David Robinson, Financial Representative

Active Securities Licenses (Series 6 and 63) registered through CUSO Financial Services, LP. (CFS*), our broker dealer
State Securities Registrations - VA, DE, NH, OH, CA
Life Insurance licensed
20 years experience in financial services
B.S. in Business Administration from Seton Hall University, South Orange NJ

AREA'S OF SPECIALIZATION

Retirement planning
401(K), TSP and 403(B) Plan Rollovers
Mutual Funds
Traditional and Roth IRA's

Contact me at (757) 523-5375 or Susie Knotts 757-523-5389

Troy Perry, CFP®

Active Securities Licenses (Series 7 & 63) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS*), our broker dealer
Licensed Prinicipal (Series 10 & 24)
State Securities Registrations - VA, NC, MD, KY, GA, DE, FL, MI, SC, NM, OH
13 years experience in financial services
B.S. & Masters Degree in Business Administration from VCU, Richmond, VA
Certified Financial Planner® since 1996

AREAS OF SPECIALIZATION:

Retirement planning
401(K), TSP & 403 (B) Plan Rollovers
Mutual Funds
Traditional & Roth IRA's
Wealth Transfer Strategies
Estate Planning Strategies

Contact me at: 757-523-5383 or Susie Knotts 757-523-5389

*Products and Services offered through CUSO Financial Services, L.P., (CFS), are: not NCUA or NCUSIF insured, not credit union guaranteed and may lose value, Investment Representatives are employees of NCP Federal Credit Union and registered through CFS. NCP is in partnership with CFS (Member FINRA/SIPC).