Carolina Financial Services Group, Inc.

Carolina Financial Services Group, Inc. (CRD# 149664) is a financial advisory firm headquartered in Greenville, NC. They manage $35,500,000 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $186,842
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Carolina Financial Services Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael C. Owens
CRD#: 2128682
905-b Conference Drive, Greenville, NC 27858
93
Wealthminder
score

Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.

 

As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you. 

 

In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and monitoring their investments – this is one of the qualities that saw me and my clients through the negative return market years of 2002 and 2008. 

 

I own 100% of Carolina Financial Services Group. I am not an employee of a large brokerage firm or a large insurance company. This means the only boss I work for is you the client.

 

I serve individuals and businesses in all areas of retirement planning, retirement income, lifetime income, 401k rollovers and investment management of personal, corporate and trust accounts. I offer an incredibly diverse range of products to make sure your investment goals are best met.

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