Julie ThallCRD Number: 5891286
Current Firm: Opes Advisors, Inc.
Julie Thall (CRD# 5891286) is an Investment Advisor Representative working at Opes Advisors, Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Opes Advisors||Palo Alto, CA||Mar 2010 - Current||7|
|Rpm Mortgage||Walnut Creek, CA||May 2008 - Feb 2010||1|
|Residential Pacific Mortgage||Alamo, CA||Apr 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA