Opinicus Wealth Management
Opinicus Wealth Management (CRD# 168344) is a financial advisory firm headquartered in Tampa, FL. They manage $30,831,984 in 240 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management31MILLION
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Total Number of Accounts240ACCOUNTS
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Average Account Value$128,467
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, LA, TX
Kimberly Burdette-Hord (CRD# 6001144) is an Investment Advisor Representative working at Opinicus Wealth Management in Bradenton, FL and has over 5 years of experience in the finance industry. Kimberly Burdette-Hord 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.
Griffin Dalrymple (CRD# 5212457) is an Investment Advisor Representative working at Opinicus Wealth Management in Fort Lauderdale, FL and has over 11 years of experience in the finance industry. Griffin Dalrymple 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.
Jaran Day (CRD# 4307780) is an Investment Advisor Representative working at Opinicus Wealth Management in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.