Vincent
Revels

Intercarolina Financial Services, Inc

CRD#4411375
Investment Advisor
in Cary, NC

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About this Advisor

Vincent Revels is a financial advisor who works in Cary, North Carolina with 7 years of relevant experience. Revels is an employee of Intercarolina Financial Services, Inc. Throughout their career, Revels has worked at The Strategic Financial Alliance, Inc and Intercarolina Financial Services, Inc. Revels holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Intercarolina Financial Services, Inc is a financial advisory company headquartered in Greensboro, NC. The investment advisory business has offices in 10 locations and a total of 13 financial advisors. It handles $100 million in total assets among its 254 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 254 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Intercarolina Financial Services, Inc has a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Intercarolina Financial Services, Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Cary, NC

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Intercarolina Financial Services, Inc Brokerage Details

Total Assets Under Management

$100,407,396

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

254

NC Average: 1,917
Average Account Size

$395,305

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Vincent Revels Work History

Vincent has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Intercarolina Financial Services, Inc

2003 - 2016 (13 years)

The Strategic Financial Alliance, Inc

*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 Vincent Revels 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

George Hartzman
Greensboro, NC
Adamson Wright
Greensboro, NC
Diana Thomason
Murray, KY
James Cordell
Chapel Hill, NC
Anthony Hinson
Greensboro, NC
Jeremy Remily
Wahpeton, ND
Vincent Revels
Cary, NC
Joseph Meador
Greensboro, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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