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Mark Duvall. Co-President. | Menlo Park, California. Why. Mark joined Opes in 2005 in order to combine financial planning, investments, and real estate into a comprehensive offer for clients.
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Opes Wealth Management LLC. CFA Institute. Websites. Company Website. http://www.opeswealth.com. Personal Website. https://www.advisorycloud.com/profile/Mark-Duvall. About....
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- Opes Wealth Management LLC
- CFA Institute
- Menlo Park, California, United States
Opes was originally founded in 2005 by entrepreneurs working to combine real estate decisions and wealth management. One of them, Mark Duvall, enjoyed melding his early background in West Coast real estate development to his strong financial expertise to empower clients more fully.
Mark Duvall. Co-President | Menlo Park, California. License/Certifications: CFA®. Calendar: Schedule a meeting. Email: mduvall@opeswealth.com. Office: 408.831.5808. Learn More.
CRD Number: 2432588. Current Firm: Opes Wealth Management, LLC. Mark Duvall (CRD# 2432588) is the Chief Investment Officer working at Opes Advisors in Cupertino & Palo Alto, CA and has over 25 years of experience in the finance industry. Opes Advisors works with clients on their entire balance sheet, planning to take care of longevity needs and ...
Mark Duvall is a chartered financial analyst who works out of Menlo Park, California who has 4 years of industry experience. Duvall is currently employed by Opes Wealth Management, LLC. Duvall has gained experience at Opes Advisors and Opes Wealth Management, LLC. Duvall has Series 63 and Series ...
Mark Duvall is a financial advisor based in California, Menlo Park, with 30 years of experience. Mark currently works for Opes Wealth Management, LLC. Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an ...
