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).
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Total Assets Under Management144MILLION
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Total Number of Accounts638ACCOUNTS
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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
NC, SC
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.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 7 years of experience in the finance industry.
Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 21 years of experience in the finance industry.
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.
David Gaskin (CRD# 4338784) 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.
Michael Harwood (CRD# 4711386) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 13 years of experience in the finance industry.
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.
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.
Christy Stoner (CRD# 1932795) is an Investment Advisor Representative working at Uwharre Investment Advisors, Inc. in Albemarle, NC and has over 26 years of experience in the finance industry.
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.