Intercarolina Financial Services, Inc.

Intercarolina Financial Services, Inc. (CRD# 19475) is a financial advisory firm headquartered in Greensboro, NC. They manage $56,600,000 in 104 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $544,231
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, FL, GA, KY, MA, NC, NV, SC, TX

Financial Advisors at Intercarolina Financial Services, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Gregory W. Schlaudecker
CRD#: 2068741
2609 Glasshouse Rd, Jamestown, NC 27282
96
Wealthminder
score

Gregory Schlaudecker (CRD# 2068741) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Jamestown, NC and has over 27 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 26 years of experience in the finance industry.

3
William H. Fields
CRD#: 1966739
Lexington, SC
93
Wealthminder
score

William Fields (CRD# 1966739) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Lexington, SC and has over 28 years of experience in the finance industry.

4
Lynn F. Irvin
CRD#: 1071571
215 Lephillip Court, Concord, NC 28025
93
Wealthminder
score

Lynn Irvin (CRD# 1071571) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Concord, NC and has over 30 years of experience in the finance industry.

5
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 33 years of experience in the finance industry.

6
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 36 years of experience in the finance industry.

7
Mallory L. Porth
CRD#: 5422194
9920 Kincey Avenue, Suite 120, Huntersville, NC 28078
93
Wealthminder
score

Mallory Porth (CRD# 5422194) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 10 years of experience in the finance industry.

8
Vincent C. Revels
CRD#: 4411375
Cary, NC
93
Wealthminder
score

Vincent Revels (CRD# 4411375) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Cary, NC and has over 13 years of experience in the finance industry.

9
Aaron P. Stanley
CRD#: 433578
6000 Meadow Brook Mall Court, 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 34 years of experience in the finance industry.

10
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 36 years of experience in the finance industry.

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