Intercarolina Financial Services, Inc.

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Total assets under management

$130,750,464

Total clients

271

4% high-net worth

Total advisors

of 14 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$482,474

Client services

Portfolio management Pension consulting Selection of other advisers

Portfolio management for pension, 401 (k), 403 (b), mep plans & pep plans

Fee options

Fixed

Fixed fees are negotiable with a maximum of 1.50% annually (150 basis points) for non-retirement portfolio management services; exact amounts are negotiated.

Disclosures

Main office location

Intercarolina Financial Services, Inc.

3300 Battleground Avenue, Suite 202

Greensboro NC 27410, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 336-288-6890

Advisors at this firm

Vincent R

Series 66

Cary, NC

Intercarolina Financial Services, Inc.

James C

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Lynn I

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Diana T

Series 66

Greensboro, NC

Intercarolina Financial Services, Inc.

Adamson W

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Anthony H

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Clark W

Series 66

Greensboro, NC

Intercarolina Financial Services, Inc.

George H

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Joseph N

Series 63, Series 65

Greensboro, NC

Intercarolina Financial Services, Inc.

Marcus K

Series 63

Pine River, MN

Intercarolina Financial Services, Inc.

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