Jeremy Remily, financial advisor Wahpeton ND

Jeremy Remily

CRD Number: 5034303
Current Firm: Intercarolina Financial Services, Inc.

Jeremy Remily (CRD# 5034303) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Wahpeton, ND and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Intercarolina Financial Services, Inc. Greensboro, NC Nov 2018 - Current 5
Capital Financal Services, Inc. Minot, ND Dec 2015 - Nov 2018 2
Bank Of The West Wahpeton, ND Jan 2015 - Dec 2015 < 1
Bancwest Investment Services Wahpeton, ND Jan 2015 - Dec 2015 < 1
Invest Financial Corp Tampa, FL Jan 2008 - Jan 2015 7
American Federal Bank Wahpeton, ND Jul 2005 - Jan 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeremy M. Remily
Phone Number: 336-288-6890
Registered State(s):
  • MN
  • ND
  • SD
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $356,198
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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