Diana Sue Thomason
Investment adviser representative at Intercarolina Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
$85.4MFirm assets
5 yearsFirm in business
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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.Apr 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5072576
- Firm CRD
- 19475