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UWHARRIE INVESTMENT ADVISORS, INC.
UWHARRIE INVESTMENT ADVISORS, INC.
ALBEMARLE, North Carolina
·
8 registered advisors
·
CRD# 117592
SEC# 801-63767
4
704-983-5959
01
Firm Overview
AUM
$225M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at UWHARRIE INVESTMENT ADVISORS, INC.
8 registered advisors
Christy Davis Stoner
ALBEMARLE, North Carolina
CRD# 1932795
David C. Gaskin
ALBEMARLE, North Carolina
CRD# 4338784
Jeffrey Michael Talley
ALBEMARLE, North Carolina
CRD# 3085499
Kyle Vann Eudy
ALBEMARLE, North Carolina
CRD# 5573392
Lorelei Virginia Misenheimer
ALBEMARLE, North Carolina
CRD# 2674305
Martha Nan Obrien
ALBEMARLE, North Carolina
CRD# 2422646
Misty Whitley Thornburg
ALBEMARLE, North Carolina
CRD# 4203345
Roger Lee Dick
ALBEMARLE, North Carolina
CRD# 1639662
05
Office Locations
ALBEMARLE, North Carolina
8 advisors
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Data sourced from SEC Form ADV filings. UWHARRIE INVESTMENT ADVISORS, INC. (CRD# 117592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.