Kyle Vann Eudy
Investment adviser representative at Uwharrie Investment Advisors, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$337.8MFirm assets
Are you Kyle Vann Eudy? Claim your profile
Contact this firm
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
18 years in the industry.
- Uwharrie Investment Advisors, Inc.Nov 2012 to now
- Private Client Services LLCNov 2012 to now
- Anson County Parks and RecreationMay 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
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
- 5573392
- Firm CRD
- 117592