Lynn
Irvin
Intercarolina Financial Services, Inc
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About this Advisor
Lynn Irvin is a financial advisor based in Greensboro, North Carolina, working with Intercarolina Financial Services, Inc. Lynn has previously held positions at Ck Federal Savings Bank and Intercarolina Financial Services, Inc. Lynn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and North Carolina. Currently, Lynn is part of Intercarolina Financial Services, Inc, which operates out of Greensboro, North Carolina. The firm has 9 offices and 14 employees. The firm manages assets totaling $129.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Intercarolina Financial Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intercarolina Financial Services, Inc Brokerage Details
$129,656,189
14
364
$356,198
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Lynn Irvin Work History
Intercarolina Financial Services, Inc
Ck Federal Savings Bank
Disclosures
Please visit the SEC profile of Lynn Irvin 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
Greensboro, NC
Murray, KY
Chapel Hill, NC
Greensboro, NC
Wahpeton, ND
Cary, NC
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