Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 15 years of experience in the finance industry. Kyle Eudy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2237594
Raymond James Financial Services Advisors, Inc.
CRD# 5014047
Raymond James Financial Services Advisors, Inc.
CRD# 3193187
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services LLC | Louisville, KY | Nov 2012 - Current | 11 |
| Private Client Services LLC | Louisville, KY | Nov 2012 - Current | 11 |
| Anson County Parks And Recreation | Wadesboro, NC | May 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- NC
-
Total Assets Under Management225MILLIONS
-
Total Number of Accounts764ACCOUNTS
-
Average Account Value$294,138
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
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