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Misty Whitley Thornburg

UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, North Carolina
Clean recordUWHARRIE INVESTMENT ADVISORS, INC.
132 NORTH FIRST STREET, ALBEMARLE, NC 28001CRD# 4203345Firm CRD# 117592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Misty Whitley Thornburg · ALBEMARLE, NC
Registration
CRD #4203345 · UWHARRIE INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Misty Whitley Thornburg 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
Introduction

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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# 4203345
Firm CRD# 117592
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Misty Whitley Thornburg offer?
Misty Whitley Thornburg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBEMARLE, North Carolina for a consultation.
What are Misty Whitley Thornburg's credentials?
Misty Whitley Thornburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Misty Whitley Thornburg located?
Misty Whitley Thornburg 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 Misty Whitley Thornburg charge for services?
Misty Whitley Thornburg'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.

Christy Davis Stoner
ALBEMARLE, NC
David C. Gaskin
ALBEMARLE, NC
Kyle Vann Eudy
ALBEMARLE, NC
Lorelei Virginia Misenheimer
ALBEMARLE, NC
Martha Nan Obrien
ALBEMARLE, NC
Roger Lee Dick
ALBEMARLE, NC

More Advisors in ALBEMARLE, North Carolina

Jeffrey Michael Talley
UWHARRIE INVESTMENT ADVISORS, INC.·ALBEMARLE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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