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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services LLC Louisville, KY Apr 2012 - Current 4
Strategic Investment Advisors Albemarle, NC Jan 2012 - Current 4
Unc Charlotte Charlotte, NC Aug 2011 - Current 5
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
    144
    MILLIONS
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $224,969
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

NC, SC

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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