CAROLINA FINANCIAL ADVISORS, INC. of GREENSBORO, NC is an SEC-registered investment adviser (CRD 118823). Regulatory assets under management: $240.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Christopher Wick Jones | PRESIDENT | — |
| Jessica Ann Neisler | CHIEF COMPLIANCE OFFICER | — |
| JONES CHRISTOPHER WICK | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| COMMON JESSICA ANN | CHIEF COMPLIANCE OFFICER | — |
| NEISLER JESSICA ANN | CHIEF COMPLIANCE OFFICER | — |