Nilsa Daniel
Nilsa Daniel is a registered investment advisor at Opus Financial Advisors, INC., based in Statesville, NC, with 9 years of industry experience. Nilsa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 374 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opus Financial Advisors offers several investment management programs, each with its own fee structure. These fees are negotiated by the advisory representatives and are based on the value of your assets. The fees cover advisory services and transactions. Some programs are wrap accounts, meaning all costs are bundled into a single fee. Mutual funds and ETFs within the accounts have their own internal fees. Advisory representatives may have incentives to select certain investments or programs based on the fees they receive.
Location
126 E. Water Street, Statesville, NC, 28677-5228
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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
Nilsa is an ensemble advisor and investment representative for Opus Financial Advisors, a registered investment advisory firm, dedicating full-time hours to this role. She is also a notary public, spending minimal time notarizing documents, and an insurance agent/producer selling fixed insurance and annuities through Osaic Wealth, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Opus Financial Advisors, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Fsc Securities CorporationBroker
Fsc Securities Corporation
Morgan Stanley
Morgan StanleyBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.