William Scott Poland
Investment adviser representative at Carolina Financial Advisors, Inc.
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$240.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
27 years in the industry.
- Carolina Financial Advisors, Inc.Jun 2017 to now
- The Poland GroupMar 2011 to now
- Dries Poland InsuranceFeb 2011 to now
- Property & Casualty AgencyFeb 2011 to now
- Raymond James Financial Services Advisors Inc.Feb 2009 to Jun 2017
- Raymond James Financial Services, IncFeb 2009 to Jun 2017
- Beacon Capital AdvisorsAug 1999 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TX).
Carolina Financial Advisors, Inc.
$240.9MAssets managed
474Clients
4Advisers
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
- 4677832
- Firm CRD
- 118823