Julie Thall, financial advisor San Mateo CA
88 score

Julie Thall

CRD 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.

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Company Name Location Dates Years
Opes Advisors Palo Alto, CA Mar 2010 - Current 6
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
Contact Info for Julie M. Thall
Phone Number: 408-831-5804
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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