Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Albemarle, NC
Every SEC-registered investment adviser representative at a firm office in Albemarle, with the firms that employ the most of them.
23 registered advisors work in Albemarle; the most are at Uwharrie Investment Advisors, Inc. (13). 1 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Albemarle
| Firm | Advisors in Albemarle |
|---|---|
| Uwharrie Investment Advisors, Inc. | 13 |
| Credit Union Investment Services | 2 |
| Edward Jones news | 2 |
| Lincoln Investment | 2 |
| Capital Analysts | 1 |
| Emerald Haven Investments Corp. | 1 |
| LPL Financial LLC news | 1 |
| PNC Wealth Management LLC | 1 |
Advisors in Albemarle, A to Z
CFP advisors in Albemarle →- Velinda F. BostUwharrie Investment Advisors, Inc.
- Joanne B. BurlesonUwharrie Investment Advisors, Inc.
- Bryson Y. ChildressUwharrie Investment Advisors, Inc.
- Roger L. DickUwharrie Investment Advisors, Inc.
- Kyle V. EudyUwharrie Investment Advisors, Inc. · Certified Financial Planner
- Stephen M. EudyCredit Union Investment Services
- David C. GaskinUwharrie Investment Advisors, Inc. · Chartered Financial Consultant
- Carl W. Grubb IVUwharrie Investment Advisors, Inc.
- Andrea D. GutierrezPNC Wealth Management LLC
- Jason A. HannCredit Union Investment Services
- Michael G. HarwoodUwharrie Investment Advisors, Inc.
- Tracey L. HayesEdward Jones · Chartered Financial Consultant
- Edward L. Helm Jr.Emerald Haven Investments Corp.
- Patrick J. HynesEdward Jones
- Jennifer B. MoreheadUwharrie Investment Advisors, Inc.
- Darhyl R. Pulley IICapital Analysts
- Charles D. Roberts Jr.Lincoln Investment
- Shane M. RobinsonLincoln Investment
- Andrew M. RoseLPL Financial LLC
- Brooke L. SenterUwharrie Investment Advisors, Inc.
- Kelly B. SmithUwharrie Investment Advisors, Inc.
- Christy D. StonerUwharrie Investment Advisors, Inc.
- Thomas E. WallUwharrie Investment Advisors, Inc.
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Albemarle, NC?
23 investment adviser representatives are registered at firm offices in Albemarle, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Albemarle?
Uwharrie Investment Advisors, Inc., with 13 registered advisors in Albemarle, followed by Credit Union Investment Services with 2.
How do I check a financial advisor in Albemarle?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.