Adamson Wright
Adamson Wright is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 30 years of industry experience. Adamson 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 Avenue Suite 202, Greensboro, NC, 27410-2447
Get directionsHistory
Regulatory History (7)
Regulatory
March 2015Customer Dispute
January 2013Customer Dispute
July 2011Customer Dispute
June 2011Employment Separation After Allegations
June 2011Customer Dispute
March 2011Customer Dispute
December 2009Other Business Activities
Adamson owns two single-family real estate properties in North Carolina and South Carolina. He also serves on the board of directors for the Triad Scottish Society, a non-profit, and acts as an executor, dedicating minimal time to each activity.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
State Registrations1 state
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.