Adamson Wayne Wright

Intercarolina Financial Services, INC.

30 Years of Experience

7 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Intercarolina Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

381 clients

Average Client Portfolio

$343K average

Assets Under Management

$130.8M

Fee Structure

Financial Planning:Investment management only

Location

3300 Battleground Avenue Suite 202, Greensboro, NC, 27410-2447

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History

Regulatory History (7)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2015

Final

Customer Dispute

January 2013

Settled

Customer Dispute

July 2011

Denied

Customer Dispute

June 2011

Denied

Employment Separation After Allegations

June 2011

Customer Dispute

March 2011

Denied

Customer Dispute

December 2009

Denied

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Other 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.