Julie
Scott
Martel Wealth Advisors Inc
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About this Advisor
Julie Scott is a financial advisor who works in Vancouver, Washington who has 5 years of relevant experience. Scott is an advisor for Martel Wealth Advisors Inc. Over the course of their career, they have held roles at Kms Financial Services, Inc and Martel Wealth Advisors Inc. Scott holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Washington. Martel Wealth Advisors Inc is a business operating out of Vancouver, WA. It manages $897 million in total assets among its 2,698 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,698 accounts, 26% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees typically are based on which services are offered. Fees charged by Martel Wealth Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Martel Wealth Advisors Inc Brokerage Details
$897,153,049
14
2,698
$332,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Julie Scott Work History
Julie has been registered as a financial advisor for 5 years.*
Martel Wealth Advisors Inc
Martel Wealth Advisors Inc
Kms Financial Services, Inc
*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 Scott 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 Martel Wealth Advisors Inc
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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