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Lynn Irvin

Intercarolina Financial Services, INC.
39 Years of Experience
Greensboro, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lynn Irvin is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 39 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 271 clients with $85M in assets under management.

Intercarolina Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
271 clients
Average Client Portfolio
$315K average
Assets Under Management
$85.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable with a maximum of 1.50% annually. The firm also participates in wrap fee programs with separate fee structures.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3300 Battleground Ave, Suite 400, Greensboro, NC, 27408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lynn is incorporated as Irvin Investments, Inc., but does not engage in outside business activities beyond Intercarolina Financial. Lynn is a licensed insurance agent and conducts all insurance business through Intercarolina Financial Services.

Employment History
Current Registrations
Intercarolina Financial Services, INC.
December 2001 - Present · 24 yrs 10 mos
Intercarolina Financial Services, INC.
September 1993 - Present · 33 yrs 1 mo
Intercarolina Financial Services, INC.Broker
September 1993 - Present · 33 yrs 1 mo
Previous Registrations
Intercarolina Financial Services, INC.Broker
September 1993 - September 1993 · 0 mos
Invest Financial CorporationBroker
September 1991 - September 1993 · 2 yrs
Intercarolina Financial Services, INC.Broker
September 1990 - September 1991 · 1 yr
Prudential-Bache Securities INC.Broker
August 1989 - September 1989 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
August 1989 - April 1990 · 8 mos
Thomson Mckinnon Securities INC.Broker
February 1988 - August 1989 · 1 yr 6 mos
Carolina Securities CorporationBroker
July 1987 - February 1988 · 7 mos
First Investors CorporationBroker
October 1982 - January 1983 · 3 mos
State Registrations3 states
GANCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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