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David C. Gaskin

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina
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132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 4338784Firm CRD# 117592
01

About

David C. Gaskin is a registered financial advisor based in ALBEMARLE, North Carolina, affiliated with UWHARRIE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UWHARRIE INVESTMENT ADVISORS, INC.
UWHARRIE INVESTMENT ADVISORS, INC.
AUM
$225M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at UWHARRIE INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4338784
Firm CRD# 117592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David C. Gaskin offer?
David C. Gaskin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBEMARLE, North Carolina for a consultation.
What are David C. Gaskin's credentials?
David C. Gaskin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David C. Gaskin located?
David C. Gaskin 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 David C. Gaskin charge for services?
David C. Gaskin'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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Other advisors in ALBEMARLE
Christy Davis Stoner — UWHARRIE INVESTMENT ADVISORS, INC.Martha Nan Obrien — UWHARRIE INVESTMENT ADVISORS, INC.Roger Lee Dick — UWHARRIE INVESTMENT ADVISORS, INC.Jeffrey Michael Talley — UWHARRIE INVESTMENT ADVISORS, INC.Misty Whitley Thornburg — UWHARRIE INVESTMENT ADVISORS, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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