Carolina Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

217 Providence Rd, Chapel Hill, North Ca...

Phone Number

(919) 929-0268

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
1
1

About Carolina Financial

Carolina Financial Advisory, Inc. provides financial planning and advisory services, focusing on helping clients prepare for their financial future. They offer a range of tools, including calculators for college funding, retirement costs, and estate taxes. The firm serves individuals and families in the United States, particularly in North Carolina, and is affiliated with Cetera Advisors LLC for securities and insurance services. Their goal is to assist clients in making informed financial decisions to secure their financial well-being.Explore more
Carolina Financial's Social MediaPopular SearchesCarolina Financial IncCarolina Financial Advisory IncInternational Financial Services Benefits CorpFamily Financial Advisory Services IncCarolina Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Carolina Financial Org Chart

PhoneEmail
WB
United States flag for contact location.

Investment Advisor & Representative

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PhoneEmail
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Compare insights from companies similar to Carolina Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carolina Financial

<$5M
1-10
Private
<$5M
1997
WB
William BoundsInvestment Advisor & Representative
<$5M
11-50
Private
<$5M
1987
WS
Wendell SmithRegistered Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
DS
Daniel St. LaurentWealth Management Advisor
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Carolina Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carolina Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carolina Financial.

Carolina Financial financials insights

Gather financial insights about Carolina Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$81K

See All Carolina Financial's Financials Insights

Carolina Financial Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Carolina Financial

What is Carolina Financial's official website?
Carolina Financial's official website is www.carolinafinancial.com
What is Carolina Financial's Revenue?
Carolina Financial's revenue is <$5 Million
What is Carolina Financial's SIC code?
Carolina Financial's SIC: 62,628
What is Carolina Financial's NAICS code?
Carolina Financial's NAICS: 52,523
How many employees does Carolina Financial have?
Carolina Financial has 1-10 employees
What industry does Carolina Financial belong to?
Carolina Financial is in the industry of: Finance, Securities Trading
What is Carolina Financial competition?
Carolina Financial top competitors include: D'Agostino & Briselli Financial Services, Peers, Powers Financial Resources, Financial Planning Concepts
What technology does Carolina Financial use?
Some of the popular technologies that Carolina Financial uses are: Google Tag Manager, Font Awesome, DigiCert, Google Workspace
How do I contact Carolina Financial?
Carolina Financial contact info: Phone number: (919) 929-0268 Website: www.carolinafinancial.com
What does Carolina Financial do?

Carolina Financial Advisory, Inc. provides financial planning and advisory services, focusing on helping clients prepare for their financial future. They offer a range of tools, including calculators for college funding, retirement costs, and estate taxes. The firm serves individuals and families in the United States, particularly in North Carolina... , and is affiliated with Cetera Advisors LLC for securities and insurance services. Their goal is to assist clients in making informed financial decisions to secure their financial well-being.Read More

What are Carolina Financial social media links?
Carolina Financial Linkedin page
Is Carolina Financial a public company?
Carolina Financial is private company therefore does not currently have an official ticker symbol
See more information about Carolina Financial

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