Unclaimed Profile

Joseph Eugene Navolanic

INTERCAROLINA FINANCIAL SERVICES, INC.·GREENSBORO, North Carolina

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record39 years registeredINTERCAROLINA FINANCIAL SERVICES, INC.

3300 BATTLEGROUND AVENUE, GREENSBORO, NC 27410CRD# 727399Firm CRD# 19475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Eugene Navolanic · GREENSBORO, NC

Registration

CRD #727399 · INTERCAROLINA FINANCIAL SERVICES, INC. · 39 years registered

Brand Profile

Not yet started

Career History

INTERCAROLINA FINANCIAL SERVICES, INC.

Mar 2016 – present

INTERCAROLINA FINANCIAL SERVICES, INC.

Jul 1987 – present

FUND DIRECT ADVISORS INC.

Jan 2014 – Nov 2019

GREENSBORO, NC

FUND DIRECT ADVISORS INC.

Oct 2013 – Dec 2013

GREENSBORO, NC

INTERCAROLINA FINANCIAL SERVICES, INC.

Dec 2001 – Oct 2013

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · July 2, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTERCAROLINA FINANCIAL SERVICES, INC.

CRD 19475 · SEC 801-121339

AUM

$130M

Regulatory assets under management

Employees

364 client accounts

Services offered by INTERCAROLINA FINANCIAL SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTERCAROLINA FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Eugene Navolanic offer?

Joseph Eugene Navolanic specializes in Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Joseph Eugene Navolanic's credentials?

Joseph Eugene Navolanic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Eugene Navolanic located?

Joseph Eugene Navolanic is based in GREENSBORO, North Carolina, working with INTERCAROLINA FINANCIAL SERVICES, INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Joseph Eugene Navolanic charge for services?

Joseph Eugene Navolanic's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERCAROLINA FINANCIAL SERVICES, INC.?

INTERCAROLINA FINANCIAL SERVICES, INC. has approximately 14 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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