Christy Stoner, financial advisor Albemarle NC
93 score

Christy Stoner

CRD Number: 1932795
Current Firm: Uwharre Investment Advisors, Inc.

Christy Stoner (CRD# 1932795) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The Strategic Alliance Corporation Albemarle, NC Feb 1991 - Current 27
Robert Thomas Securities Inc. Albemarle, NC Feb 1991 - Current 27
Bos Financial Corp Albemarle, NC Feb 1991 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Jan 1993
Contact Info for Christy D. Stoner
Phone Number: 704-983-5959
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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