Refocus Financial
Refocus Financial (CRD# 312259) is a financial advisory firm headquartered in Winston Salem, NC. They manage $8,272,837 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$275,761
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Refocus Financial
1
Daniel Johnson (CRD# 5898101) is an Investment Advisor Representative working at Refocus Financial in Winston Salem, NC and has over 13 years of experience in the finance industry.
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