Opus Financial Advisors, Inc.

Opus Financial Advisors, Inc. (CRD# 118742) is a financial advisory firm headquartered in Statesville, NC. They manage $43,300,000 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Opus Financial Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Janna M. Deegan
CRD#: 6574277
126 E. Water St., Statesville, NC 28677

Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 8 years of experience in the finance industry.

2
Martin A. Frost
CRD#: 5785818
4421 Manns Chapel Road, Chapel Hill, NC 27516

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.

3
Carole W. Hendrix
CRD#: 2804290
126 East Water St., Statesville, NC 28677

Carole Hendrix (CRD# 2804290) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 27 years of experience in the finance industry.

4
Nina S. Lloyd
CRD#: 5134770
126 E. Water Street, Statesville, NC 28677

Nina Lloyd (CRD# 5134770) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 17 years of experience in the finance industry.

5
Nicole J. Robertson
CRD#: 5148573
4421 Manns Chapel Road, Chapel Hill, NC 27516

Nicole Robertson (CRD# 5148573) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Chapel Hill, NC and has over 17 years of experience in the finance industry.

6
Michelle M. Rokes
CRD#: 1820657
126 East Water St., Statesville, NC 28677

Michelle Rokes (CRD# 1820657) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 35 years of experience in the finance industry.

7
Sara I. Seasholtz
CRD#: 867376
126 E. Water Street, Statesville, NC 28677

Sara Seasholtz (CRD# 867376) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 42 years of experience in the finance industry.

8
James T. Staples
CRD#: 1093646
126 East Water St, Statesville, NC 28677

James Staples (CRD# 1093646) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 41 years of experience in the finance industry.

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