Joseph
Meador
Intercarolina Financial Services, Inc
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About this Advisor
Joseph Meador is a financial advisor operating out of Greensboro, North Carolina with 8 years of relevant experience. Meador is currently employed by Intercarolina Financial Services, Inc. During their career, the advisor has held roles at Cbiz B&I Of Charlotte, Mpay Inc and Intercarolina Financial Services, Inc. Meador maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in California, Georgia, Massachusetts, Nevada, North Carolina and South Carolina. Intercarolina Financial Services, Inc is a financial advisory company operating out of Greensboro, NC. The investment advisory business has offices in 10 locations and a total of 13 financial advisors. It oversees $100 million in assets under management between its 254 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 254 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a broad set of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types billed by Intercarolina Financial Services, Inc can consist of any combination 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
Joseph Meador Work History
Joseph has been registered as a financial advisor for 8 years.*
Intercarolina Financial Services, Inc
Mpay Inc
Cbiz B&I Of Charlotte
*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 Joseph Meador to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Greensboro, NC
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