AC

Alexander Jordan Cartrette

1 Year 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

205 Ingram Drive, King, NC, 27021

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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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Employment History
Current Registrations
Credit Union Investment Services
February 2025 - Present · 11 mos
Secu Brokerage ServicesBroker
November 2024 - Present · 1 yr 2 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.