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JN
JN

Joseph Eugene Navolanic

Intercarolina Financial Services, INC.
44 Years of Experience
Broker
View SEC Summary
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 Ave, Suite 400, Greensboro, NC, 27410

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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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Employment History
Current Registrations
Intercarolina Financial Services, INC.
March 2016 - Present · 9 yrs 11 mos
Intercarolina Financial Services, INC.
July 1987 - Present · 38 yrs 7 mos
Intercarolina Financial Services, INC.Broker
July 1987 - Present · 38 yrs 7 mos
Previous Registrations
Fund Direct Advisors INC.
January 2014 - November 2019 · 5 yrs 10 mos
Fund Direct Advisors INC.
October 2013 - December 2013 · 2 mos
Intercarolina Financial Services, INC.
December 2001 - October 2013 · 11 yrs 10 mos
Global Investor Securities, INC.Broker
August 1986 - May 1987 · 9 mos
Wheat, First Securities, INC.Broker
April 1985 - August 1986 · 1 yr 4 mos
Independence Securities, INC.Broker
March 1981 - September 1988 · 7 yrs 6 mos
State Registrations16 states
CAFLGAILKYMNNCNDNMNVOHPASCSDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.