William
Poland
Carolina Financial Advisors, Inc
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About this Advisor
William Poland is a financial advisor based in Greensboro, North Carolina, working with Carolina Financial Advisors, Inc. William has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Property & Casualty Agency, The Poland Group, Beacon Capital Advisors, Dries Poland Insurance, and Carolina Financial Advisors, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, William is part of Carolina Financial Advisors, Inc, which operates out of Greensboro, North Carolina. The firm has 6 employees and manages assets totaling $175.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Carolina Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carolina Financial Advisors, Inc Brokerage Details
$174,978,216
6
400
$437,446
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
William Poland Work History
Carolina Financial Advisors, Inc
Property & Casualty Agency
The Poland Group
Dries Poland Insurance
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Beacon Capital Advisors
Disclosures
Please visit the SEC profile of William Poland 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 Carolina Financial Advisors, Inc
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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