visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Opus Financial Advisors, Inc.

    Get Full Access

    Description

    • Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont regions oldest independent investment advisors, Opus takes pride in helping people orchestrate their financial future and have peace of mind about their finances. We hope you will spend some time getting to know who we are and what we do. Please explore our full site at www.opusfa.com. We believe you will discover what sets us apart from other firms in this industry--a long term, relationship based service model and sound financial counsel based on more than 70 years of cumulative experience. Wed like the chance to learn more about you and your family. We hope to get that opportunity in the near future.Advisors include Jim Staples (President and CEO), Michelle Rokes (VP), Carole Hendrix, and Nina Staples Lloyd (VP). Bios are available at www.opusfa.com.Link to FINRA - http://www.finra.org/Link to SIPC - http://www.sipc.org/Securities offered through FSC Securities Corporation. Member FINRA/SIPC.Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with FSC Securities Corporation. This communication is strictly intended for individuals residing in the state of North Carolina. No offers may be made or accepted from any resident outside the specific state referenced.
    • location

      Headquarters:126 Water Street , Statesville, North Carolina, United States

      More
    • Opus Financial Advisors, Inc. phone

      Phone Number: +1 704-872-7671

    • Opus Financial Advisors, Inc. website

      Website: https://www.opusfa.com

    • Opus Financial Advisors, Inc. employees

      Employees:7

    • Opus Financial Advisors, Inc. revenue

      Revenue:$1 - 10M

    • Opus Financial Advisors, Inc. legal name

      Legal Name:Opus Financial Advisors, Inc.

    • Opus Financial Advisors, Inc.'s Social Media

      Opus Financial Advisors, Inc. linkedin Opus Financial Advisors, Inc. facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    CEO for Opus Financial Advisors, Inc.

    Nina Lloyd

    President And Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Janna Deegan

    Vice President And Chief Compliance Officer

    Carole Hendrix

    Vice President

    Martin Frost

    Vice President And Senior Investment Analyst

    Cindy Johnson

    Office And Client Services Manager

    Frequently Asked Questions regarding Opus Financial Advisors, Inc.

    • Where are Opus Financial Advisors, Inc.'s Headquarters?

      Opus Financial Advisors, Inc.'s Headquarters are in 126 Water Street ,Statesville,North Carolina,United States

    • What is Opus Financial Advisors, Inc.'s phone number?

      Opus Financial Advisors, Inc.'s phone number is +1 704-872-7671

    • What is Opus Financial Advisors, Inc.'s official website?

      Opus Financial Advisors, Inc.'s official website is https://www.opusfa.com

    • What is Opus Financial Advisors, Inc.'s Revenue?

      Opus Financial Advisors, Inc.'s revenue is $1 - 10M

    • What is Opus Financial Advisors, Inc.'s NAICS code?

      Opus Financial Advisors, Inc.'s NAICS code is 523930

    • How many employees are working in Opus Financial Advisors, Inc.

      Opus Financial Advisors, Inc. has 7 employees

    • What is Opus Financial Advisors, Inc.'s Industry?

      Opus Financial Advisors, Inc. is in the industry of Financial Services

    • Who is Opus Financial Advisors, Inc.'s CEO?

      Opus Financial Advisors, Inc.'s CEO is Nina Lloyd

    Company Directory