Opus Financial Advisors, Inc.

Opus Financial Advisors, Inc. (CRD# 118742) is a financial advisory firm headquartered in Statesville, NC. They manage $68,520,647 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $353,199
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Opus Financial Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Carole W. Hendrix
CRD#: 2804290
126 East Water St., Statesville, NC 28677
96
Wealthminder
score

Carole Hendrix (CRD# 2804290) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 20 years of experience in the finance industry. Carole Hendrix 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.

2
Michelle M. Rokes
CRD#: 1820657
126 East Water St., Statesville, NC 28677
96
Wealthminder
score

Michelle Rokes (CRD# 1820657) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 28 years of experience in the finance industry. Michelle Rokes 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.

3
William A. Howell
CRD#: 5668054
126 E. Water Street, Statesville, NC 28677
93
Wealthminder
score

William Howell (CRD# 5668054) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 7 years of experience in the finance industry.

4
Nina S. Lloyd
CRD#: 5134770
126 E. Water Street, Statesville, NC 28677
93
Wealthminder
score

Nina Lloyd (CRD# 5134770) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 10 years of experience in the finance industry.

5
Janna M. Deegan
CRD#: 6574277
126 E. Water St., Statesville, NC 28677
87
Wealthminder
score

Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has 1 year of experience in the finance industry.

6
James T. Staples
CRD#: 1093646
126 East Water St, Statesville, NC 28677
71
Wealthminder
score

James Staples (CRD# 1093646) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 33 years of experience in the finance industry. James Staples 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.

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