INTERCAROLINA FINANCIAL SERVICES, INC.
Greensboro, North Carolina
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 structu...
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Assets Under Mgmt
$100.41M
Investment Professionals
13
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: PORTFOLIO MANAGEMENT FOR PENSION, 401 (K), 403 (B), MEP PLANS & PEP PLANS
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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