Intercarolina Financial Services, Inc.

Intercarolina Financial Services, Inc. (CRD# 19475) is a financial advisory firm headquartered in Greensboro, NC. They manage $106,937,597 in 199 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $537,375
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
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.

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

Financial Advisors at Intercarolina Financial Services, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
William C. Bayles
CRD#: 6579706
9020 Kincey Avenue, Suit 110, Huntersville, NC 28078

William Bayles (CRD# 6579706) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 2 years of experience in the finance industry.

2
James G. Cordell
CRD#: 2200732
500 Morgan Creek Rd, Chapel Hill, NC 27517

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.

3
George H. Hartzman
CRD#: 2322314
2506 Baytree Dr., Greensboro, NC 27455

George Hartzman (CRD# 2322314) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 27 years of experience in the finance industry.

4
Anthony B. Hinson
CRD#: 6174192
210 North Main Street, Oakboro, NC 28129

Anthony Hinson (CRD# 6174192) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Oakboro, NC and has over 7 years of experience in the finance industry.

5
Lynn F. Irvin
CRD#: 1071571
3300 Battleground Ave, Suite 400, Greensboro, NC 27408

Lynn Irvin (CRD# 1071571) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.

6
Marcus D. Kindley
CRD#: 734449
203-a East Jackson Ave, Vinton, VA 24179

Marcus Kindley (CRD# 734449) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Vinton, VA and has over 38 years of experience in the finance industry.

7
Derrick A. Longo
CRD#: 6269598
9920 Kincey Avenue, Suite 120, Huntersville, NC 28078

Derrick Longo (CRD# 6269598) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 6 years of experience in the finance industry.

8
Joseph M. Meador
CRD#: 1200034
3300 Battlegroung Ave., Suite 400, Greensboro, NC 27410

Joseph Meador (CRD# 1200034) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 35 years of experience in the finance industry.

9
Joseph E. Navolanic
CRD#: 727399
3300 Battleground Ave, Suite 400, Greensboro, NC 27410

Joseph Navolanic (CRD# 727399) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 38 years of experience in the finance industry.

10
Jeremy M. Remily
CRD#: 5034303
319 11th Street North, Wahpeton, ND 58075

Jeremy Remily (CRD# 5034303) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Wahpeton, ND and has over 11 years of experience in the finance industry.

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