Jeremy
Remily
Intercarolina Financial Services, Inc
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About this Advisor
Jeremy Remily is a financial advisor working out of Wahpeton, North Dakota who has 5 years of relevant experience. Remily currently works for Intercarolina Financial Services, Inc. Their career trajectory has included roles at Bank Of The West, American Federal Bank, Invest Financial Corp, Bancwest Investment Services, Capital Financal Services, Inc and Intercarolina Financial Services, Inc. Remily maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota, North Dakota and South Dakota. Intercarolina Financial Services, Inc is a business based out of Greensboro, NC. The company has offices in 10 locations and a total of 13 people on staff. It has $100 million in total assets between its 254 client 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 individuals who have greater than $1 million in investable assets. The company provides a number of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on which services are provided. Fee types charged by Intercarolina Financial Services, Inc most likely are 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
Jeremy Remily Work History
Jeremy has been registered as a financial advisor for 5 years.*
Intercarolina Financial Services, Inc
Bank Of The West
Bancwest Investment Services
Capital Financal Services, Inc
Invest Financial Corp
American Federal Bank
*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 Jeremy Remily 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
Murray, KY
Chapel Hill, NC
Greensboro, NC
Wahpeton, ND
Cary, NC
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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