James
Cordell
Intercarolina Financial Services, Inc
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About this Advisor
James Cordell is a financial advisor who works in Chapel Hill, North Carolina who has 13 years of industry experience. Cordell is on the advisory team at Intercarolina Financial Services, Inc. They have been employed by Intercarolina Financial Services, Inc for their whole career. Cordell has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Intercarolina Financial Services, Inc is a financial advisory company based in Greensboro, NC. The company has offices in 10 locations and a total of 13 employees. It administers $100 million in total assets among its 254 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 254 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Intercarolina Financial Services, Inc provides a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services are provided. 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
James Cordell Work History
James 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 James Cordell 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
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Murray, KY
Chapel Hill, NC
Wahpeton, ND
Cary, NC
Greensboro, NC
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