Carolina Financial Advisors, Inc.

Carolina Financial Advisors, Inc. (CRD# 118823) is a financial advisory firm headquartered in Greensboro, NC. They manage $39,014,572 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $183,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Carolina Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher W. Jones
CRD#: 4339592
100 East Lake Dr., Suite 100, Greensboro, NC 27403
96
Wealthminder
score

Christopher Jones (CRD# 4339592) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 16 years of experience in the finance industry. Christopher Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William S. Poland
CRD#: 4677832
100 East Lake Dr., Suite 100, Greensboro, NC 27403
68
Wealthminder
score

William Poland (CRD# 4677832) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 14 years of experience in the finance industry.

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