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
5555 Hwy 49, Harrisburg, NC, 28075
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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
Adam works as a Financial Advisory Services District Manager at State Employees' Credit Union, dedicating nearly all of his time to this role. He is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, and a member of Unwind Properties, LLC, spending about 10-20% of his time on these combined activities.