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 11 - 13 of 13 top financial advisors.
11
Diana S. Thomason
CRD#: 5072576
Murray, KY 42071

Diana Thomason (CRD# 5072576) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Murray, KY and has over 14 years of experience in the finance industry.

12
Wendy Wallace
CRD#: 6334680
Greensboro, NC 27403

Wendy Wallace (CRD# 6334680) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 3 years of experience in the finance industry.

13
Adamson W. Wright
CRD#: 2650328
Greensboro, NC 27410

Adamson Wright (CRD# 2650328) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 24 years of experience in the finance industry.

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