Uwharrie Investment Advisors, Inc.
Uwharrie Investment Advisors, Inc. (CRD# 117592) is a financial advisory firm headquartered in Albemarle, NC. They manage $224,721,607 in 764 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management225MILLION
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Total Number of Accounts764ACCOUNTS
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Average Account Value$294,138
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
Robert Brannan (CRD# 6059550) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Concord, NC and has over 11 years of experience in the finance industry.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 13 years of experience in the finance industry.
Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 28 years of experience in the finance industry.
Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 15 years of experience in the finance industry.
David Gaskin (CRD# 4338784) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 23 years of experience in the finance industry.
Michael Harwood (CRD# 4711386) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 20 years of experience in the finance industry.
Samantha Hatley (CRD# 6713409) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 7 years of experience in the finance industry.
Lorelei Misenheimer (CRD# 2674305) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 25 years of experience in the finance industry.
Jennifer Morehead (CRD# 6405661) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 9 years of experience in the finance industry.
Brooke Senter (CRD# 4690337) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 19 years of experience in the finance industry.