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Bryan Matthew Dewhurst

Terra Wealth

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About Bryan Matthew Dewhurst

Bryan Matthew Dewhurst is an active investment advisor representative (IAR) with Terra Wealth. Bryan has been in the financial services industry since 2004. Bryan is licensed in Iowa and has a Series 66 license. Bryan has experience in financial planning and portfolio management. He works with individuals and businesses to achieve their financial goals. In addition to working with Terra Wealth, Bryan has previously been associated with Summit Brokerage Services, Inc., VSR Financial Services, Inc., and Securities America, Inc.

Firm Information

Bryan Dewhurst is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Dewhurst’s Registration & Firm History

IA

03/08/2023 - Present

Terra Wealth (FOREST CITY IA)

IA

09/01/2016 - 07/20/2017

SUMMIT BROKERAGE SERVICES, INC. (ANKENY IA)

IA

09/02/2016 - 11/02/2016

VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)

IA

12/09/2014 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)

IA

04/13/2011 - 12/22/2014

SECURITIES AMERICA, INC. (WEST DES MOINES IA)

NE

02/19/2004 - 10/04/2004

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BOTH

Issued 04/20/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2004

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Matthew Dewhurst.
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