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
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