Julie
Back

Wealthspire Advisors

CRD#1690127
Investment Advisor
in Seattle, WA

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About this Advisor

Julie Back is a certified financial planner operating out of Seattle, Washington with 5 years of relevant experience. Back is currently employed by Wealthspire Advisors. Their career trajectory has included roles at Cetera Advisor Networks LLC, Private Ocean, Lakeview Financial Group, LLC and Mutual Securities, Inc. Back holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Wealthspire Advisors is an advisory firm operating out of San Rafael, CA. The company has offices in two locations and a total of 44 employees. It administers $3 billion in total assets across its 934 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 934 accounts, 66% are held by high-net-worth clients who have greater than $1 million in investable assets. Wealthspire Advisors provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fees charged by Wealthspire Advisors most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1700 Westlake Avenue North Suite 325
Seattle, WA 98109

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$2,453,163,396

WA Average: $7,578,581,321
Total Number of Employees

44

WA Average: 43
Total Number of Accounts

934

WA Average: 3,727
Average Account Size

$2,626,513

WA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Julie Back Work History

Julie has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Private Ocean

2006 - Present (18 years)

Lakeview Financial Group, LLC

2016 - 2017 (1 year)

Mutual Securities, Inc

2013 - 2016 (3 years)

Cetera Advisor Networks LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Julie Back to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthspire Advisors

Stephen Kepler
San Rafael, CA
Tierney Henderson
San Rafael, CA
Justin Detray
San Rafael, CA
William Bockwoldt
San Rafael, CA
John Thiel
San Rafael, CA
T. Branton
San Rafael, CA
Michael Mangels
San Rafael, CA
Timothy Talbott
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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