Elsa Mata, financial advisor Albemarle NC
90 score

Elsa Mata

CRD Number: 6024349
Current Firm: Uwharre Investment Advisors, Inc.

Elsa Mata (CRD# 6024349) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 5 years of experience in the finance industry.

Similar Advisors
Mary Ballantine, financial advisor Albemarle NC
Mary E. Ballantine
CRD# 4227743
State Farm Investment Management Corp.
Similar Advisors
Norman Bradshaw, financial advisor Albemarle NC
Norman T. Bradshaw
CRD# 3041529
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Cathy Foster, financial advisor Albemarle NC
Cathy S. Foster
CRD# 4240408
Fsc Securities Corporation
Company Name Location Dates Years
Private Client Services LLC Louisville, KY Apr 2012 - Current 5
Strategic Investment Advisors Albemarle, NC Jan 2012 - Current 6
Unc Charlotte Charlotte, NC Aug 2011 - Current 6
Uwharrie Capital Corp Albemarle, NC May 2008 - Dec 2011 3
Pfeiffer University Misenheimer, NC Aug 2008 - May 2010 1
Stanly Comm College Albemarle, NC Aug 2006 - May 2008 1
Bank Of Stanly Albemarle, NC Jul 2006 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Elsa E. Mata
Phone Number: 704-983-5959
Firm Website: http://www.uwharrie.com
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


Ready to hire a financial advisor? Get competitive proposals from Elsa Mata and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.