CRD: 19475
Intercarolina Financial Services, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-1987
- Office Locations
- 10
Office Locations
About Intercarolina Financial Services, Inc.
InterCarolina Financial Services, Inc. is an independent Greensboro, NC broker-dealer and SEC-registered investment adviser (FINRA/SIPC). The firm provides financial planning, insurance, and fee-based asset management, plus brokerage execution for stocks, bonds, mutual funds, ETFs, CDs, options, annuities and munis. Advisory accounts may be discretionary or non-discretionary and are monitored at least quarterly; brokerage clears through Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH EUGENE NAVOLANIC
President
- CRD
- #727399
- Ownership
- 50% but less than 75%
MARCUS DALE KINDLEY
Chief Compliance Officer, Owner, VICE PRESIDENT
- CRD
- #734449
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN ALBERT AMICK
Financial Advisor
- CRD
- #3110256
ANNA LANE BONHAM
--
- CRD
- #1717960
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,880,900 | $236,541 |
| Non-Discretionary | $74,490,000 | $331,067 |
| Total | $85,370,900 | $315,022 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing