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Adamson Wright

Intercarolina Financial Services, INC.
30 Years of Experience
Greensboro, NC
7 DisclosuresBroker
View SEC Summary
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Adamson Wright is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, NC, with 30 years of industry experience. Adamson 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 Avenue Suite 202, Greensboro, NC, 27410-2447

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2015
Final
Customer Dispute
January 2013
Settled
Customer Dispute
July 2011
Denied
Customer Dispute
June 2011
Denied
Employment Separation After Allegations
June 2011
Customer Dispute
March 2011
Denied
Customer Dispute
December 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Adamson owns two single-family real estate properties in North Carolina and South Carolina. He also serves on the board of directors for the Triad Scottish Society, a non-profit, and acts as an executor, dedicating minimal time to each activity.

Employment History
Current Registrations
Intercarolina Financial Services, INC.
August 2011 - Present · 15 yrs 2 mos
Intercarolina Financial Services, INC.
August 2011 - Present · 15 yrs 2 mos
Intercarolina Financial Services, INC.Broker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
January 2010 - June 2011 · 1 yr 5 mos
Ameriprise Financial Services, INC.
January 2010 - June 2011 · 1 yr 5 mos
UBS Financial Services INC.
December 2001 - January 2010 · 8 yrs 1 mo
UBS Financial Services INC.Broker
July 1998 - January 2010 · 11 yrs 6 mos
Smith Barney INC.Broker
September 1995 - July 1998 · 2 yrs 10 mos
State Registrations1 state
NC
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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