Joanne B Burleson
Investment adviser representative at Uwharrie Investment Advisors, Inc.
17 yearsExperience
1 stateRegistered in
$337.8MFirm assets
21 yearsFirm in business
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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
17 years in the industry.
- Private Client Services LLCNov 2011 to now
- Uwharrie Investment Advisors, Inc.May 2010 to now
- Strategic Investment AdvisorsAug 2009 to now
- Uwharrie Capital CorpAug 2009 to now
Exams passed
- Series 66 · Uniform Combined State 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
- 5704772
- Firm CRD
- 117592