Julie
Back
Wealthspire Advisors
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About this Advisor
Julie Back is a financial advisor based in Seattle, Washington, working with Wealthspire Advisors. Julie has previously held positions at Cetera Advisor Networks LLC, Private Ocean, Lakeview Financial Group, LLC, and Mutual Securities, Inc. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Julie is part of Wealthspire Advisors, which operates out of Seattle, Washington. The firm has 2 offices and 45 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,819,336,852
45
944
$2,986,586
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
Private Ocean
Lakeview Financial Group, LLC
Mutual Securities, Inc
Cetera Advisor Networks LLC
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
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Seattle, WA
San Rafael, CA
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