Financial ADVSR advisor directory · SEC adviser records
Opus Financial Advisors, Inc. financial advisors in Statesville, NC
Every SEC-registered investment adviser representative at a Opus Financial Advisors, Inc. office in Statesville, A to Z.
The short answer
4 registered advisors work at Opus Financial Advisors, Inc. in Statesville, out of 4 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Opus Financial Advisors, Inc. advisors in Statesville, A to Z
Every Opus Financial Advisors, Inc. advisor →- Nilsa M. DanielAlso a broker rep
- Lisa H. FoxAlso a broker rep
- Nina S. LloydCertified Financial Planner · Also a broker rep
- James T. StaplesCertified Financial Planner · Also a broker rep
Opus Financial Advisors, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Statesville
All Statesville advisors →Edward Jones 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Credit Union Investment Services 4Osaic Wealth, Inc. 4LPL Financial LLC 3
Questions
How many financial advisors does Opus Financial Advisors, Inc. have in Statesville?
4 investment adviser representatives are registered at Opus Financial Advisors, Inc. offices in Statesville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Opus Financial Advisors, Inc. one of the largest advisor employers in Statesville?
Opus Financial Advisors, Inc. ranks number 4 in Statesville by registered advisors; Edward Jones has the most, with 8.
How do I check a Opus Financial Advisors, Inc. advisor in Statesville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Opus Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.