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David Anthony Canale

OPFA, LLC·WOODSTOCK, Georgia
Unclaimed Profile
284 RIVER LAUREL WAY, WOODSTOCK, GA 30188CRD# 1196770Firm CRD# 322496
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 1196770
Firm CRD# 322496
No disclosures on file
View on FINRA BrokerCheck →

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05

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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