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CAROLINA FINANCIAL ADVISORY, INC.
CRD 118870
217 PROVIDENCE ROAD, CHAPEL HILL, NC, 27514, United States
Phone
919-929-0268
Fax
919-493-9069
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 75 broker-dealer reps
Clients
51-100
Fees
Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD