AdFi
KV

Kyle Vann Eudy

Investment Adviser Representative at UWHARRIE INVESTMENT ADVISORS, INC.

Albemarle, NCCRD #5573392Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
10 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
AlabamaFloridaGeorgiaMarylandMinnesotaNorth CarolinaOhioPennsylvaniaSouth CarolinaVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/30/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 10/3/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/3/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/26/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$100,000 - $500,0001.50%
$500,001 - $1,000,0001.25%
$1,000,001 - $2,000,0001.00%
$2,000,001 - $9,000,0000.75%
Over $9,000,0000.50%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Uwharrie Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UWHARRIE INVESTMENT ADVISORS, INC.Current
11/16/2012Albemarle, NC
NEW ENGLAND SECURITIES CORPORATION
4/8/201011/7/2012Charlotte, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at UWHARRIE INVESTMENT ADVISORS, INC.

Showing 12 of 15 in the directory

View UWHARRIE INVESTMENT ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Vann Eudy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched