AP

Alexander Tate Parker

2 Years of Experience

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

651 Executive Place, Fayetteville, NC, 28302

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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

Alexander is an agent for SECU Life Insurance Company and a Financial Advisory Services Specialist at State Employees' Credit Union. He also owns an online print-on-demand Etsy store, Parker Empower, dedicating a few hours per week to design, production, product listing, and customer service.

Employment History
Current Registrations
Credit Union Investment Services
November 2023 - Present · 2 yrs 2 mos
Secu Brokerage Services
October 2023 - Present · 2 yrs 3 mos
Secu Brokerage ServicesBroker
October 2023 - Present · 2 yrs 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.