Jeremy
Remily

Intercarolina Financial Services, Inc

CRD#5034303
Investment Advisor
in Wahpeton, ND

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About this Advisor

Jeremy Remily is a financial advisor based in Wahpeton, North Dakota, working with Intercarolina Financial Services, Inc. Jeremy has previously held positions at Bank Of The West, American Federal Bank, Invest Financial Corp, Bancwest Investment Services, Capital Financial Services, Inc, and Intercarolina Financial Services, Inc. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Minnesota, North Dakota, and South Dakota. Currently, Jeremy is part of Intercarolina Financial Services, Inc, which operates out of Wahpeton, North Dakota. 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

Series 66

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

319 11Th Street North
Wahpeton, ND 58075

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Intercarolina Financial Services, Inc Brokerage Details

Total Assets Under Management

$129,656,189

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

14

ND Average: 22
Total Number of Accounts

364

ND Average: 1,917
Average Account Size

$356,198

ND Average: $1,890,985

Investment Advisory Services

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

Jeremy Remily Work History

2018 - Present (6 years)

Intercarolina Financial Services, Inc

2015 - 2015 (< 1 year)

Bank Of The West

2015 - 2015 (< 1 year)

Bancwest Investment Services

2015 - 2018 (3 years)

Capital Financal Services, Inc

2008 - 2015 (7 years)

Invest Financial Corp

2005 - 2015 (10 years)

American Federal Bank

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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