Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

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
Investment Management
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Advisor Information

Office location

245 Cunningham Rd, Franklin, NC, 28734

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron works for State Employees' Credit Union as a Financial Advisory Services Specialist and is also an agent for SECU Life Insurance Company. His insurance duties are performed as required in conjunction with his position at the credit union.

Employment History
Current Registrations
Credit Union Investment Services
January 2025 - Present · 1 yr
Secu Brokerage ServicesBroker
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Key Investment Services LLC
November 2019 - August 2021 · 1 yr 9 mos
Key Investment Services LLC Broker
May 2018 - August 2021 · 3 yrs 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.