AH
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
221 North Blvd., Clinton, NC, 28328
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy works for State Employees' Credit Union providing financial services and is an agent for SECU Life Insurance Company. Amy is also writing and publishing a book, and is a Trust Rep for Members Trust Company.
Employment History
Current Registrations
Credit Union Investment Services
August 2020 - Present · 5 yrs 5 mos
Secu Brokerage ServicesBroker
July 2020 - Present · 5 yrs 6 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.