Intercarolina Financial Services, Inc.
Intercarolina Financial Services, Inc. (CRD# 19475) is a financial advisory firm headquartered in Greensboro, NC. They manage $129,656,189 in 364 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Intercarolina Financial Services, Inc.
By the Numbers
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Total Assets Under Management130MILLION
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Total Number of Accounts364ACCOUNTS
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Average Account Value$356,198
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, KY, MA, MN, NC, ND, NV, SC, SD, TX
Financial Advisors at Intercarolina Financial Services, Inc.
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