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INTERCAROLINA FINANCIAL SERVICES, INC.
Tel: 336-288-6890
3300 Battleground Avenue Suite 202
Greensboro, North Carolina 27410
INTERCAROLINA FINANCIAL SERVICES, INC.
INTERCAROLINA FINANCIAL SERVICES, INC. is a Greensboro, North Carolina based financial advisory firm with nearly $129,656,189 in assets under management and provides investment advisory services for 364 clients. There are currently 14 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (PORTFOLIO MANAGEMENT FOR PENSION, 401 (K), 403 (B), MEP PLANS & PEP PLANS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
19475
SEC#:
801-121339
No. of Clients:
364
Assets under Management
$129,656,189
No. of Advisors:
14
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