Marjorie Opalski
Marjorie Opalski is a registered investment advisor at Capital Investment Advisors, based in Easton, MD, with 29 years of industry experience. Marjorie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 427 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% or are negotiable. Clients also pay separate fees to third-party program sponsors and custodians.
Fee Estimator
Location
Easton, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marjorie works as an advisory representative of a Registered Investment Advisor (RIA), Capital Investment Advisors Inc., dedicating about half her time to this role. She also works as an independent insurance agent for various independent insurance companies, spending minimal time on this activity.
Employment History
Current Registrations
Capital Investment Advisors
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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