Uwharre Investment Advisors, Inc.

Uwharre Investment Advisors, Inc. (CRD# 117592) is a financial advisory firm headquartered in Albemarle, NC. They manage $143,530,154 in 638 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Uwharre Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Lorelei V. Misenheimer
CRD#: 2674305
132 North First Street, Albemarle, NC 28001
96
Wealthminder
score

Lorelei Misenheimer (CRD# 2674305) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 18 years of experience in the finance industry. Lorelei Misenheimer 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.

2
Joanne B. Burleson
CRD#: 5704772
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 6 years of experience in the finance industry.

3
Roger L. Dick
CRD#: 1639662
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 20 years of experience in the finance industry.

4
Kyle V. Eudy
CRD#: 5573392
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

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.

5
David C. Gaskin
CRD#: 4338784
132 N. First Street, Albemarle, NC 28001
93
Wealthminder
score

David Gaskin (CRD# 4338784) 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.

6
Michael G. Harwood
CRD#: 4711386
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

Michael Harwood (CRD# 4711386) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 12 years of experience in the finance industry.

7
Jaren S. Kiser
CRD#: 5537268
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

Jaren Kiser (CRD# 5537268) 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. Jaren Kiser 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.

8
Brooke L. Senter
CRD#: 4690337
132 N First Street, Albemarle, NC 28001
93
Wealthminder
score

Brooke Senter (CRD# 4690337) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 12 years of experience in the finance industry.

9
Christy D. Stoner
CRD#: 1932795
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

Christy Stoner (CRD# 1932795) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 25 years of experience in the finance industry.

10
Jeffrey M. Talley
CRD#: 3085499
132 North First Street, Albemarle, NC 28001
93
Wealthminder
score

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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