Unclaimed Profile

Lorelei Virginia Misenheimer

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina

SIE, Series 7, Series 66CFPClean record24 years registeredUWHARRIE INVESTMENT ADVISORS, INC.

132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 2674305Firm CRD# 117592

Profile Verification

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

Identity

Lorelei Virginia Misenheimer · ALBEMARLE, NC

Registration

CRD #2674305 · UWHARRIE INVESTMENT ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC.

Dec 2001 – Oct 2025

ALBEMARLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 31, 2001

Years registered · 24

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 Lorelei Virginia Misenheimer offer?

Lorelei Virginia Misenheimer specializes in Financial Planning, Investment Management, Wealth Management.

What are Lorelei Virginia Misenheimer's credentials?

Lorelei Virginia Misenheimer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lorelei Virginia Misenheimer located?

Lorelei Virginia Misenheimer is based in ALBEMARLE, North Carolina, last registered with UWHARRIE INVESTMENT ADVISORS, INC..

How does Lorelei Virginia Misenheimer charge for services?

Lorelei Virginia Misenheimer'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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