Intercarolina Financial Services, Inc.

Intercarolina Financial Services, Inc. (CRD# 19475) is a financial advisory firm headquartered in Greensboro, NC. They manage $22,270,379 in 57 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $390,708
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
  • 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, KY, MA, NC, PA

Financial Advisors at Intercarolina Financial Services, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Gregory W. Schlaudecker
CRD#: 2068741
3300 Battleground Ave., Suite 400, Greensboro, NC 27410
96
Wealthminder
score

Gregory Schlaudecker (CRD# 2068741) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.

2
James G. Cordell
CRD#: 2200732
500 Morgan Creek Rd, Chapel Hill, NC 27517
93
Wealthminder
score

James Cordell (CRD# 2200732) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.

3
Lynn F. Irvin
CRD#: 1071571
3300 Battleground Ave, Suite 400, Greensboro, NC 27408
93
Wealthminder
score

Lynn Irvin (CRD# 1071571) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 29 years of experience in the finance industry.

4
Joseph M. Meador
CRD#: 1200034
3300 Battlegroung Ave., Suite 400, Greensboro, NC 27410
93
Wealthminder
score

Joseph Meador (CRD# 1200034) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 31 years of experience in the finance industry.

5
Joseph E. Navolanic
CRD#: 727399
3300 Battleground Ave., Suite 400, Greensboro, NC 27410
93
Wealthminder
score

Joseph Navolanic (CRD# 727399) 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.

6
Aaron P. Stanley
CRD#: 433578
6000 Meadow Brook Mall Ct, Suite 6b, Clemmons, NC 27012
93
Wealthminder
score

Aaron Stanley (CRD# 433578) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Clemmons, NC and has over 33 years of experience in the finance industry.

7
Ray T. Swanson
CRD#: 869187
3300 Battleground Avenue Suite 400, Greensboro, NC 27410
93
Wealthminder
score

Ray Swanson (CRD# 869187) 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.

8
Diana S. Thomason
CRD#: 5072576
300 Maple St, Suite 4, Murray, KY 42071
93
Wealthminder
score

Diana Thomason (CRD# 5072576) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Murray, KY and has over 10 years of experience in the finance industry.

9
Mallory L. Porth
CRD#: 5422194
9920 Kincey Avenue, Suite 120, Huntersville, NC 28078
90
Wealthminder
score

Mallory Porth (CRD# 5422194) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 9 years of experience in the finance industry.

10
George H. Hartzman
CRD#: 2322314
2506 Baytree Dr., Greensboro, NC 27455
83
Wealthminder
score

George Hartzman (CRD# 2322314) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 23 years of experience in the finance industry.

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