Intercarolina Financial Services, Inc.

Intercarolina Financial Services, Inc. (CRD# 19475) is a financial advisory firm headquartered in Greensboro, NC. They manage $50,200,000 in 141 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $356,028
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, MN, NC, ND, NV, SC, SD, TX, WI

Financial Advisors at Intercarolina Financial Services, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
William C. Bayles
CRD#: 6579706
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
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
Greensboro, NC 27455

George Hartzman (CRD# 2322314) 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.

4
Lynn F. Irvin
CRD#: 1071571
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.

5
Marcus D. Kindley
CRD#: 734449
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.

6
Derrick A. Longo
CRD#: 6269598
Huntersville, NC 28078

Derrick Longo (CRD# 6269598) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 5 years of experience in the finance industry.

7
Joseph M. Meador
CRD#: 1200034
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.

8
Joseph E. Navolanic
CRD#: 727399
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.

9
Jeremy M. Remily
CRD#: 5034303
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.

10
Cheryl L. Romann
CRD#: 3163696
Perham, MN 56573

Cheryl Romann (CRD# 3163696) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Perham, MN and has over 10 years of experience in the finance industry.

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