James Cordell, financial advisor Chapel Hill NC

James Cordell

CRD Number: 2200732
Current Firm: Intercarolina Financial Services, Inc.

James Cordell (CRD# 2200732) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Chapel Hill, NC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Intercarolina Financial Services Greensboro, NC Dec 2010 - Current 9
Morgan Stanley Smith Barney Durham, NC Jun 2009 - Dec 2010 1
Citigroup Global Markets Inc. Durham, NC Jan 2002 - Dec 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Feb 1992
Contact Info for James G. Cordell
Phone Number: 336-288-6890
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $356,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, GA, KY, MA, MN, NC, ND, NV, SC, SD, TX, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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