Unclaimed Profile

David Anthony Canale

OPFA, LLC·WOODSTOCK, Georgia

Clean recordOPFA, LLC

284 RIVER LAUREL WAY, WOODSTOCK, GA 30188CRD# 1196770Firm CRD# 322496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Anthony Canale · WOODSTOCK, GA

Registration

CRD #1196770 · OPFA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Anthony Canale is a registered financial advisor based in WOODSTOCK, Georgia, affiliated with OPFA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

AUM

$264M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 1196770

Firm CRD# 322496

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Anthony Canale offer?

David Anthony Canale specializes in Financial Planning, Investment Management. Contact their office in WOODSTOCK, Georgia for a consultation.

What are David Anthony Canale's credentials?

David Anthony Canale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Anthony Canale located?

David Anthony Canale is based in WOODSTOCK, Georgia, working with OPFA, LLC. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.

How does David Anthony Canale charge for services?

David Anthony Canale's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPFA, LLC?

OPFA, LLC has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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