Juli MarstallCRD Number: 1213649
Current Firm: Eagle Strategies LLC
Juli Marstall (CRD# 1213649) is an Investment Advisor Representative working at Eagle Strategies LLC in Gold Beach, OR and has over 35 years of experience in the finance industry.
Integrity Financial Planners
|Eagle Strategies Corp||Gold Beach, OR||Jul 2007 - Current||15|
|Marstall Insurance Services||Gold Beach, OR||Jun 2007 - Current||16|
|Nylife Securities Inc.||Salem, OR||Sep 1983 - Current||39|
|New York Life Insurance Company||Medford, OR||Apr 1983 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management16,667MILLIONS
Total Number of Accounts87,580ACCOUNTS
Average Account Value$190,309
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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