Jeffrey TalleyCRD Number: 3085499
Current Firm: Uwharre Investment Advisors, Inc.
Jeffrey Talley (CRD# 3085499) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 16 years of experience in the finance industry.
State Farm Investment Management Corp.
Cambridge Investment Research Advisors, Inc.
Fsc Securities Corporation
|Founders Wealth Advisors, LLC||Locust, NC||Jul 2016 - Current||1|
|Lpl Financial, LLC||Locust, NC||Jul 2016 - Current||1|
|Private Client Services LLC||Louisville, KY||Nov 2011 - Jul 2016||4|
|Strategic Alliance Corp||Albemarle, NC||Dec 2004 - Jul 2016||11|
|Bank Of Stanly||Albemarle, NC||Jan 1997 - Jul 2016||19|
|Uvest Financial Services||Albemarle, NC||Apr 2005 - Nov 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management144MILLIONS
Total Number of Accounts638ACCOUNTS
Average Account Value$224,969
- A percentage of assets under your management
- 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
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.