Best Investors
Account
Sign in
132 North First Street, Albemarle, NC 28001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Advisors | Albemarle | NC | 03/2005 | Present |
| Private Client Services Llc | Louisville | KY | 11/2011 | Present |
| Bank Of Stanly | Albemarle | NC | 03/2005 | Present |
1) UWHARRIE INVESTMENT ADVISORS, 132 N FIRST STREET, ALBEMARLE, NC, 28002. INVESTMENT RELATED; FINANCIAL ADVISORY SALES AND SERVICE. START DATE 5/2005. 120 HRS/MONTH, 100 HRS DURING MARKET HOURS. 2) APPOINTED WITH VARIOUS CARRIERS FOR THE SALE OF NON-INVESTMENT-RELATED INSURANCE PRODUCTS. 3) RANDOLPH FRIENDS OF THE ZOO (RFOZ) 4401 ZOO PARKWAY, ASHEBORO, NC 27205. THE BOARD HELPS RAISE FUNDS FOR THE ZOO'S OPERATING BUDGET. BOARD MEMBER. I HELP LOCATE ARTWORK TO BE DONATED FOR THE "ZOO TO DO" ANNUAL AUCTION. 3 HOURS/MO; 0 DURING TRADING HOURS. 4) RANDOLPH ROTARY CLUB. PO BOX 2515, ASHEBORO, NC 27204. COMMUNITY CIVIC CLUB SERVING TO RAISE SUPPORT FOR LOCAL NON-PROFIT ORGANIZATIONS THROUGH FUND RAISING AND VOLUNTEERISM. MEMBER. 4 HRS/MO; 4 DURING TRADING HRS. 5) RANDOLPH ROTARY CLUB. 204 S FAYETTEVILLE ST, ASHEBORO, NC 27203. RANDLOPH ROTARY CLUB PROMOTES SERVICE AND FUND RAISING PROJECT THROUGOUT RANDOPH COUNTY THAT HELP THOSE IN NEED. PRESIDENT. OVERSEE MONTHLY BOARD MEETINGS. HELP IN FUND RAISING, PROMOTION AND FULFILLMENT OF SERVICE PROJECTS. 18 HRS/MO; 8 DURING TRADING HRS. 6) RANDOLPH ARTS GUILD. ASHEBORO, NC 27203. A NON-PROFIT SUPPORTING AND PROMOTING THE ARTS. MEMBER OF THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-09 |
Reach out to this advisor