Donna Dewhurst, financial advisor Columbia NC

Donna Dewhurst

CRD Number: 7087820
Current Firm: Credit Union Investment Services

Donna Dewhurst (CRD# 7087820) is an Investment Advisor Representative working at Credit Union Investment Services in Columbia, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Jul 2022 - Current 2
Credit Union Investment Services Raleigh, NC Jul 2019 - Current 5
Secu Brokerage Services Raleigh, NC Mar 2019 - Current 5
Secu Life Insurance Company Raleigh, NC Mar 2019 - Current 5
State Employees' Credit Union Columbia, NC Jul 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Donna E. Dewhurst
Phone Number: 800-451-5467
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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