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Mark Townsend Duvall

Opes Wealth Management, LLC

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About Mark Townsend Duvall

Mark Townsend Duvall is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA. Mark has been in the industry for over 25 years, and specializes in financial planning, investment management, and selection of other advisors. Mark has a strong track record of success helping his clients achieve their financial goals.

Firm Information

Mark Duvall is currently registered with Opes Wealth Management, LLC. Opes Wealth Management, LLC is a registered investment advisor based in Menlo Park, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Opes Wealth Management has approximately $589,916,182 in regulatory assets under management.
Opes Wealth Management, LLC

535 MIDDLEFIELD ROAD

MENLO PARK, CA 94025

$589.92M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Duvall’s Registration & Firm History

CA

09/13/2019 - Present

Opes Wealth Management, LLC (MENLO PARK CA)

CA

05/02/2001 - 03/30/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

06/18/1997 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/25/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/22/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2000

Series 12 - NYSE Branch Manager Examination

BC

Issued 12/08/1999

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/07/1999

Series 4 - Registered Options Principal Examination

BC

Issued 09/07/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Townsend Duvall. Review regulatory record here.
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