Julie Scott (CRD# 4166927) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 23 years of experience in the finance industry.
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
CRD# 6885161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martel Wealth Advisors Inc. | Seattel, WA | Sep 2020 - Current | 3 |
| Martel Wealth Advisors Inc. | Seattle, WA | May 2018 - Aug 2020 | 2 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 1998 - Dec 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- AZ
- WA
-
Total Assets Under Management1,079MILLIONS
-
Total Number of Accounts2,662ACCOUNTS
-
Average Account Value$405,489
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, FL, HI, ID, MT, NV, OR, TX, UT, WA
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