Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. (CRD# 118823) is a financial advisory firm headquartered in Greensboro, NC. They manage $174,978,216 in 400 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$437,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
NC, SC, TX, VA
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.
Christopher Jones (CRD# 4339592) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 22 years of experience in the finance industry.
William Poland (CRD# 4677832) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 20 years of experience in the finance industry.