VR
VR

Vincent Craig Revels

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Vincent works as a financial advisor for Ascendant Financial, dedicating nearly full-time hours to financial services marketing. He is also an insurance agent for Dempsey Companies, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Intercarolina Financial Services, INC.
November 2016 - Present · 9 yrs 3 mos
Intercarolina Financial Services, INC.
November 2016 - Present · 9 yrs 3 mos
Intercarolina Financial Services, INC.Broker
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
The Strategic Financial Alliance
February 2005 - November 2016 · 11 yrs 9 mos
The Strategic Financial Alliance, INC.Broker
October 2003 - November 2016 · 13 yrs 1 mo
Ifg Network Securities, INC.Broker
August 2002 - December 2003 · 1 yr 4 mos
AXA Advisors, LLCBroker
July 2001 - August 2002 · 1 yr 1 mo
State Registrations2 states
NCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.