INTERCAROLINA FINANCIAL SERVICES, INC. - Financial Advisor in North Carolina, Greensboro

Tel: 336-288-6890 3300 Battleground Avenue Suite 202 Greensboro, North Carolina 27410

About 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

Firm CRD#:

19475

Firm SEC#:

801-121339

Assets Under Management:

$129,656,189

No. of Clients:

364

No. of Advisors:

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

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