Joseph OpsahlCRD Number: 1257252
Current Firm: True Private Wealth Advisors, LLC
Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 33 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Oct 2013 - Current||4|
|True Private Wealth Advisors, LLC||Salem, OR||Oct 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)||Portland, OR||Sep 2009 - Oct 2013||4|
|Morgan Stanley Smith Barney||Portland, OR||Mar 1988 - Sep 2009||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Mar 1995|
Total Assets Under Management695MILLIONS
Total Number of Accounts2,653ACCOUNTS
Average Account Value$262,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, ID, LA, MT, NE, OR, TX, WA
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