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Jeffrey Michael Talley

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina
SIE, Series 7, Series 24, Series 66Clean record24 years registeredUWHARRIE INVESTMENT ADVISORS, INC.
132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 3085499Firm CRD# 117592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Talley · ALBEMARLE, NC
Registration
CRD #3085499 · UWHARRIE INVESTMENT ADVISORS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

FOUNDERS FINANCIAL ALLIANCE, LLC
Jul 2016 – present
UWHARRE INVESTMENT ADVISORS, INC.
Dec 2001 – Jul 2016
ALBEMARLE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592 · SEC 801-63767
AUM
$225M
Regulatory assets under management
Employees
17
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. →
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05

Frequently Asked Questions

What services does Jeffrey Michael Talley offer?
Jeffrey Michael Talley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBEMARLE, North Carolina for a consultation.
What are Jeffrey Michael Talley's credentials?
Jeffrey Michael Talley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Michael Talley located?
Jeffrey Michael Talley 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 Jeffrey Michael Talley charge for services?
Jeffrey Michael Talley'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 at UWHARRIE INVESTMENT ADVISORS, INC.

David C. Gaskin
ALBEMARLE, NC
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Kyle Vann Eudy
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CFP
Roger Lee Dick
ALBEMARLE, NC
Misty Whitley Thornburg
ALBEMARLE, NC
Christy Davis Stoner
ALBEMARLE, NC
Martha Nan Obrien
ALBEMARLE, NC

More Advisors in ALBEMARLE, North Carolina

Lorelei Virginia Misenheimer
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Nearby cities in North Carolina
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Research
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