Carl Webster Grubb

Employer firm

Uwharrie Investment Advisors, Inc. CRD 117592

$338M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Uwharrie Capital Corp
  Ablemarle, NC
• 09/2021 → Present
  Private Client Services
  Ablemarle, NC
• 02/2019 → 06/2021
  R.H. Barringer
  Greensboro, NC
• 01/2018 → 01/2019
  Reidsville Nissan
  Reidsville, NC
• 03/2017 → 12/2017
  Randolph Community College
  Asheboro, NC
• 06/2015 → 03/2017
  Devils Backbone Brewing
  Lexington, VA

Other Businesses

1) Uwharrie Investment Advisors. 132 North First Street, Albemarle, NC 28001. Registered Investment Advisory business. Financial Advisor. Meeting with clients and servicing accounts. 160 hrs/mo;160 during trading hrs. 2) The Cason Group. 6404 Bannington Rd, Charlotte, NC 28226. The Cason Group is an insurance agency specializing in life, disability and long-term care solutions. As a licensed insurance agent, I contract with the Cason Group to be a life, disability and long-term care insurance producer. 10 hrs/mo; 10 during trading hrs. 3) Carl & Linda Grubb Family YMCA. 609 Trindale Rd, Archdale, NC 27263. Non-profit organization specializing in fitness, youth sports and programs, and community building. I serve as President of the Board of Directors and also represent this YMCA on the B.O.D. for the association of the Y's it is a part of. 10 hrs/mo/ 5 during trading hrs. Not Invesment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07

Other Names

• Web Grubb
• Carl Webster Grubb