Julie Scates, financial advisor Albany CA

Julie Scates

CRD Number: 2332033
Current Firm: Asti Financial Management

Julie Scates (CRD# 2332033) is an Investment Advisor Representative working at Asti Financial Management in Albany, CA and has over 29 years of experience in the finance industry. Julie Scates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Asti Financial Management Berkeley, CA Oct 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Julie M. Scates
Phone Number: 510-525-8557
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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