Juli Marstall (CRD# 1213649) is an Investment Advisor Representative working at Eagle Strategies LLC in Gold Beach, OR and has over 36 years of experience in the finance industry.
CRD# 2954135
Integrity Financial Planners
CRD# 4411023
Edward Jones
CRD# 6525188
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies Corp | Gold Beach, OR | Jul 2007 - Current | 16 |
| Marstall Insurance Services | Gold Beach, OR | Jun 2007 - Current | 16 |
| Nylife Securities Inc. | Salem, OR | Sep 1983 - Current | 40 |
| New York Life Insurance Company | Medford, OR | Apr 1983 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- OR
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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