Carolina Financial Advisors, Inc.

Carolina Financial Advisors, Inc. (CRD# 118823) is a financial advisory firm headquartered in Greensboro, NC. They manage $174,978,216 in 400 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
100 East Lake Dr., Suite 100, Greensboro, NC 27403
http://www.carolinafinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $437,446
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX, VA

Financial Advisors at Carolina Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David Belk, financial advisor Greensboro NC
David L. Belk
CRD#: 3048030
100 East Lake Dr., Suite 100, Greensboro, NC 27403

David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 25 years of experience in the finance industry.

2
Christopher Jones, financial advisor Greensboro NC
Christopher W. Jones
CRD#: 4339592
100 East Lake Dr., Suite 100, Greensboro, NC 27403

Christopher Jones (CRD# 4339592) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 22 years of experience in the finance industry.

3
William Poland, financial advisor Greensboro NC
William S. Poland
CRD#: 4677832
100 East Lake Dr., Suite 100, Greensboro, NC 27403

William Poland (CRD# 4677832) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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