Kyle Eudy, financial advisor Albemarle NC
93 score

Kyle Eudy

CRD Number: 5573392
Current Firm: Uwharre Investment Advisors, Inc.

Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services LLC Louisville, KY Nov 2012 - Current 4
Private Client Services LLC Louisville, KY Nov 2012 - Current 4
Anson County Parks And Recreation Wadesboro, NC May 2008 - Current 8
New England Securities Charlotte, NC Jun 2008 - Nov 2012 4
Methodist University Fayetteville, NC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Kyle V. Eudy
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
93
Clean Record
This advisor has a clean track record with regulators.

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