Julie Thall

Mortgage Broker at Opes Advisors, Inc.

Julie Thall

Julie Thall

Mortgage Broker at Opes Advisors, Inc.

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Director, Investment Strategy & Research at Opes Advisors, Inc.

Relationship likelihood: Strong

Partner at Opes Wealth Management LLC

Relationship likelihood: Strong

Co-President & Chief Investment Officer at Opes Advisors, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Opes Advisors, Inc.

Relationship likelihood: Strong

Corporate Managing Director at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Strong

Senior Director of Human Resources at Opes Advisors, Inc.

Relationship likelihood: Strong

Director of Marketing, Pacific Northwest Region at Opes Advisors, Inc.

Relationship likelihood: Strong

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Julie Thall
Mortgage Broker at Opes Advisors, Inc.
Career History
Mortgage Broker
Tenure Unconfirmed

Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client's investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates.

Other Affiliations

Julie Thall is affiliated with Opes Advisors, Inc.

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