Advisor at Credit Union Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbia, NC 27925
Credentials
Series 63, Series 65
Industry experience
6 years
Donna Dewhurst is a financial advisor with Credit Union Investment Services in Columbia, NC, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products and a goals-based, long-term planning approach.
Based on Credit Union Investment Services
Based on Credit Union Investment Services
$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities
Account minimum: $3,500
1122 Scuppernong Dr. Us 64
Columbia, NC 27925
North Carolina
Members Trust Company
2022 - Present (4 years)
Credit Union Investment Services
2019 - Present (7 years)
SECU Life Insurance Company
2019 - Present (7 years)
SECU Brokerage Services
2019 - Present (7 years)
State Employees' Credit Union
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Lawyer
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Real estate agent
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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