Diana
Thomason
Intercarolina Financial Services, Inc
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About this Advisor
Diana Thomason is a financial advisor working out of Murray, Kentucky with 13 years of industry experience. Thomason is an employee of Intercarolina Financial Services, Inc. They have been employed by Intercarolina Financial Services, Inc for the entirety of their career. Thomason holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Kentucky. Intercarolina Financial Services, Inc is an advisory firm headquartered in Greensboro, NC. It has offices in 10 locations and a total of 13 advisors. It controls $100 million in total assets across its 254 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 254 accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on the financial services offered. However, fees charged by Intercarolina Financial Services, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intercarolina Financial Services, Inc Brokerage Details
$100,407,396
13
254
$395,305
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Diana Thomason Work History
Diana has been registered as a financial advisor for 13 years.*
Intercarolina Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diana Thomason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intercarolina Financial Services, Inc
Greensboro, NC
Greensboro, NC
Chapel Hill, NC
Greensboro, NC
Murray, KY
Wahpeton, ND
Cary, NC
Greensboro, NC
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