Sr. Financial Advisor, EVP, ChFC, CLU, AIF
704-991-1228
David Gaskin grew up in Albemarle and was an Eagle Scout with Troop 82. He is a graduate of UNC Greensboro with a Bachelor of Science in Recreation Administration; a bachelor’s degree from N.C. State University in rural sociology and received his Master of Business Administration from Brenau University with a concentration in marketing.
David has been a financial advisor with Uwharrie Investment Advisors since 2005, holds the FINRA Securities Registrations Series 7, 66 and is also licensed to sell life, health and long-term care insurance. David is a Chartered Life Underwriter (CLU®) certificant, a Chartered Financial Consultant (ChFC®) certificant, and an Accredited Investment Fiduciary (AIF®) certificant. He is a registered representative of Private Client Services, LLC.
Prior to joining Uwharrie Investment Advisors, David worked as a financial consultant and served as a human resource director with Fortune 500 companies for 15 years. He was the founder/owner of Faith Wind Productions until 2000. He served as a past president of the Charlotte Art League and is active in the Albemarle Rotary Club.
Advisory products and services are offered by Investment Advisory Representatives through Uwharrie Investment Advisors, a Registered Investment Advisor and subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.
Retail brokerage and insurance products are offered by Registered Representatives through Private Client Services, LLC. FINRA and SIPC member. Private Client Services and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities. It is important to note that the securities and insurance offered are: NOT BANK DEPOSITS AND NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION – SUBJECT TO RISK AND MAY LOSE VALUE. Risk(s) will vary depending on investment made by the client. A Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.
Customer Disclosures and Client Relationship Summary (Form CRS)
The professional certifications, credentials, designations, licenses, and/or qualifications listed herein have not been sponsored, recommended, or approved by any state or federal governmental entity, agency (including the Securities and Exchange Commission), or office, nor have they been approved or endorsed by any self-regulatory authority. The Firm does not represent or imply otherwise. The CLU® is the property of The American College, which reserves sole rights to its use, and is used by permission. The ChFC® is the property of The American College, which reserves sole rights to its use, and is used by permission.
