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Velinda Fink Bost

Uwharrie Investment Advisors, Inc.

Albemarle, NC

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Current Employers
Uwharrie Investment Advisors, Inc.

132 North First Street, Albemarle, NC 28001 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-16
  • NC RA
    APPROVED
    Since 2025-05-16

Branch Locations

132 North First Street, Albemarle, NC 28001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Granite Quarry NC 10/2008 07/2022
Fidelity Investments Greenwood Village CO 07/2022 04/2025
Fidelity Investments Boston MA 03/2025 04/2025
Private Client Services Albemarle NC 05/2025 Present
  • 10/2008 → 07/2022
    Lpl Financial, Llc
    Granite Quarry, NC
  • 07/2022 → 04/2025
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 05/2025 → Present
    Private Client Services
    Albemarle, NC
Previous Registrations
  • 2025-03-31 → 2025-04-22
    Strategic Advisers Llc
    Gold Hill, NC
    Boston, MA
  • 2022-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gold Hill, NC
  • 2008-10-07 → 2022-08-01
    Lpl Financial Llc
    Granite Quarry, NC
    Kannapolis, NC
  • 2007-06-11 → 2008-10-01
    Edward Jones
    Salisbury, NC
    Salisbury, NC
    St. Louis, MO
Other Businesses

Uwharrie Investment Advisors. 132 N First Street, PO Box 1517, Albemarle, NC 28002-1517. RIA. 160 hrs/mo; 160 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-07
S63 Uniform Securities Agent State Law Examination 2006-06-16
  • S66 Uniform Combined State Law Examination
    2007-06-07
  • S63 Uniform Securities Agent State Law Examination
    2006-06-16
Other Names
  • Velinda Kaye Fink
  • Velinda Fink Bost
  • Velinda Fink Bost

View on SEC IAPD

Other Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
LPL FINANCIAL LLC
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
INTERCAROLINA FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

KIMBERLY BASSETT CARPENTER
JERRY LYNN BARRIER
WILLIAM CLIFTON ROBINSON
DOUGLAS B NIXON
CHARLES DAVID ROBERTS
SHANE MICHAEL ROBINSON
ANDREW MALCOLM ROSE
ROGER LEE DICK

Other Offices

FIRST CITIZENS INVESTOR SERVICES, INC. · ALBEMARLE, NC
CETERA INVESTMENT ADVISERS LLC · ALBEMARLE, NC
LINCOLN INVESTMENT · ALBEMARLE, NC
LPL FINANCIAL LLC · ALBEMARLE, NC
EDWARD JONES · Albemarle, NC
CREDIT UNION INVESTMENT SERVICES · Albemarle, NC
CREDIT UNION INVESTMENT SERVICES · ALBEMARLE, NC
EDWARD JONES · ALBEMARLE, NC

More in Albemarle, NC

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