Unclaimed Profile

Christy Davis Stoner

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina

SIE, Series 6, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 63, Series 65, Series 79TO, Series 99TOClean record24 years registeredUWHARRIE INVESTMENT ADVISORS, INC.

132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 1932795Firm CRD# 117592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christy Davis Stoner · ALBEMARLE, NC

Registration

CRD #1932795 · UWHARRIE INVESTMENT ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

UWHARRIE INVESTMENT ADVISORS, INC.

Dec 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UWHARRIE INVESTMENT ADVISORS, INC.

CRD 117592 · SEC 801-63767

AUM

$225M

Regulatory assets under management

Employees

764 client accounts

Services offered by UWHARRIE INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at UWHARRIE INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Christy Davis Stoner offer?

Christy Davis Stoner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBEMARLE, North Carolina for a consultation.

What are Christy Davis Stoner's credentials?

Christy Davis Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christy Davis Stoner located?

Christy Davis Stoner is based in ALBEMARLE, North Carolina, working with UWHARRIE INVESTMENT ADVISORS, INC.. Their office serves clients in the ALBEMARLE metropolitan area and surrounding communities.

How does Christy Davis Stoner charge for services?

Christy Davis Stoner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UWHARRIE INVESTMENT ADVISORS, INC.?

UWHARRIE INVESTMENT ADVISORS, INC. has approximately 17 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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