Jeffrey Talley, financial advisor Albemarle NC
93 score

Jeffrey Talley

CRD 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 15 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jeffrey M. Talley
Phone Number: 704-983-5959
Firm Website:
Registered State(s):
  • NC
  • SC
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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