James Gregory Cordell
Investment adviser representative at Intercarolina Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
$85.4MFirm assets
5 yearsFirm in business
Are you James Gregory Cordell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Intercarolina Financial Services, Inc.Dec 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NC).
Intercarolina Financial Services, Inc.
$85.4MAssets managed
271Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200732
- Firm CRD
- 19475