David C. Gaskin
Investment adviser representative at Uwharrie Investment Advisors, Inc.
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$337.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Private Client Services LLCNov 2011 to now
- Uwharrie Investment Advisors, Inc.Mar 2005 to now
- Bank of StanlyMar 2005 to now
- Strategic Investment AdvisorsMar 2005 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
Uwharrie Investment Advisors, Inc.
$337.8MAssets managed
875Clients
15Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4338784
- Firm CRD
- 117592