Unclaimed Profile

Kyle Vann Eudy

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record16 years registeredUWHARRIE INVESTMENT ADVISORS, INC.

132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 5573392Firm CRD# 117592

Profile Verification

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

Identity

Kyle Vann Eudy · ALBEMARLE, NC

Registration

CRD #5573392 · UWHARRIE INVESTMENT ADVISORS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

UWHARRIE INVESTMENT ADVISORS, INC.

Nov 2012 – present

NEW ENGLAND SECURITIES CORPORATION

Apr 2010 – Nov 2012

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 8, 2010

Years registered · 16

Professional designation · CFP

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 Kyle Vann Eudy offer?

Kyle Vann Eudy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBEMARLE, North Carolina for a consultation.

What are Kyle Vann Eudy's credentials?

Kyle Vann Eudy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle Vann Eudy located?

Kyle Vann Eudy 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 Kyle Vann Eudy charge for services?

Kyle Vann Eudy'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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