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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...see more
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
Reviews for Intercarolina Financial Services, Inc.
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