Lynn Irvin
Lynn Irvin is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 38 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 381 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intercarolina Financial Services (IFS) offers investment management services for a fee. The fee is either a percentage of the value of your investments or a fixed fee. The specific fee arrangement is negotiable. If IFS manages your investments, your fees will be paid directly from your account, or you can choose to be billed directly. IFS also participates in wrap fee programs, where fees are bundled. The percentage IFS receives from the wrap fee varies depending on the wrap fee firm used. The maximum fixed fee is 1.5% of the value of your investments.
Location
3300 Battleground Ave, Suite 400, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynn is incorporated as Irvin Investments, Inc., but does not engage in outside business activities beyond Intercarolina Financial. Lynn is a licensed insurance agent and conducts all insurance business through Intercarolina Financial Services.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Intercarolina Financial Services, INC.Broker
Invest Financial CorporationBroker
Intercarolina Financial Services, INC.Broker
Prudential-Bache Securities INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Carolina Securities CorporationBroker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.