James Heczko, financial advisor Carlsbad CA

James Heczko

CRD Number: 2671018
Current Firm: Opus Investment Advisors, LLC

James Heczko (CRD# 2671018) is an Investment Advisor Representative working at Opus Investment Advisors, LLC in Carlsbad, CA and has over 28 years of experience in the finance industry.

Similar Advisors
Mark Richards, financial advisor Carlsbad CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Paul Lim, financial advisor Carlsbad CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Similar Advisors
Scott Butera, financial advisor Carlsbad CA
Scott C. Butera
CRD# 2946276
Lpl Financial LLC
Company Name Location Dates Years
Opus Investment Advisors, LLC Manhattan Beach, CA Oct 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for James D. Heczko
Phone Number: 310-643-0080
Firm Website: http://www.opusadv.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.