Jeremy Remily
Jeremy Remily is a registered investment advisor at Intercarolina Financial Services, INC., based in Wahpeton, ND, with 17 years of industry experience. Jeremy 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
319 11th Street North, Wahpeton, ND, 58075
Get directionsHistory
Regulatory History (1)
Criminal
October 2004Other Business ActivitiesSells Insurance
Jeremy is the President of Great Plains Capital Mortgage, where he works on mortgage loan origination for about a third of his time. He is also the sole proprietor of Great Plains Capital Investments, an insurance agency, spending about 10-20% of his time offering fixed insurance products.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations4 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.