Intercarolina Financial Services, Inc., headquartered in Greensboro, NC, is a prominent local investment advisory firm with 11 offices strategically located across the region. With a dedicated team of 13 experienced professionals, Intercarolina Financial Services, Inc. specializes in providing comprehensive investment advisory services to its diverse clientele.
The firm boasts an impressive average of approximately $7,720,000 in assets under management per investment advisor, reflecting their commitment to effectively managing their clients' portfolios. Intercarolina Financial Services, Inc. offers a flexible compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals.
While the majority of their assets under management are derived from sources other than 401K and individual accounts, Intercarolina Financial Services, Inc. possesses the expertise and capability to efficiently handle employer funds. With 8% of the assets managed being discretionary, the firm excels in providing tailored investment strategies to meet individual client needs.
In addition to their investment advisory services, Intercarolina Financial Services, Inc. also serves as an insurance broker or agent, offering comprehensive coverage options to further protect their clients' financial interests.
The firm has garnered a loyal client base of over 150 individuals, entrusting Intercarolina Financial Services, Inc. with their financial affairs. With a staggering $100,407,000 in assets under management, the company's success is a testament to their commitment to delivering exceptional financial solutions.
Intercarolina Financial Services, Inc. takes pride in its team of experienced professionals, including renowned advisors such as Adamson Wright, Diana Thomason, and James Cordell, who have been with the firm for an extended period, contributing to its longstanding reputation for excellence in the industry.