AB
Andrew Block
from Opes Wealth Management, LLC
Andrew Block is a financial advisor based in California, Menlo Park,
with 19 years of experience. Andrew currently works for
Opes Wealth Management, LLC.
Andrew maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Block works at Opes Wealth Management, LLC
Opes Wealth Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $473,581,153 of assets under management and employs about 8 people. Opes Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
535 Middlefield Road, Suite 160, Menlo Park, California, 94025
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