Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Ms. Dewhurst does not receive commissions or any portion of the asset-based fee. However, her performance in establishing advisory relationships with clients is considered for promotions and merit raises, creating a financial incentive to recommend CUIS advisory services.
Areas of Practice
Advisor Information
Office location
1790 Dickerson Blvd., Monroe, NC, 28111
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a Financial Advisory Services District Manager at State Employees' Credit Union and a Trust Rep at Members Trust Company, dedicating minimal time to the latter. She is also an agent for SECU Life Insurance Company and has check writing privileges for Parker Construction of Union, LLC.