Martin Frost, financial advisor Chapel Hill NC

Martin Frost

CRD Number: 5785818
Current Firm: Opus Financial Advisors, Inc.

Martin Frost (CRD# 5785818) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry. Martin Frost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Chapel Hill, NC Nov 2023 - Current < 1
Opus Financial Advisors, Inc. Statesville, NC Mar 2018 - Current 6
Fsc Securities Corp Atlanta, GA Mar 2018 - Nov 2023 5
Suntrust Advisory Services Atlanta, GA Sep 2016 - Mar 2018 1
Suntrust Bank Pittsboro, NC Sep 2015 - Mar 2018 2
Suntrust Investment Services Atlanta, GA Sep 2015 - Mar 2018 2
Suntrust Bank Pittsboro, NC Feb 2010 - Sep 2015 5
Suntrust Investment Services, Inc. Atlanta, GA May 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Martin A. Frost
Phone Number: 704-872-7671
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $294,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NC

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