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).
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Total Assets Under Management43MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$294,558
- 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
- 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
NC
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.
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.
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.
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.
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.
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.
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.
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.