Craig Lee Rollins
Investment adviser representative at Openarc Corporate Advisory, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Bank of America, N.A.Mar 2018 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Sep 2025
- UnemploymentAug 2017 to Oct 2017
- Martin Land CompanyJun 2017 to Aug 2017
- Chapell Hill HighschoolFeb 2015 to May 2017
- University of North Carolina At Chapel HillAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6665659
- Firm CRD
- 336837