Juli Marstall, financial advisor Gold Beach OR
93 score

Juli Marstall

CRD 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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies Corp Gold Beach, OR Jul 2007 - Current 9
Marstall Insurance Services Gold Beach, OR Jun 2007 - Current 9
Nylife Securities Inc. Salem, OR Sep 1983 - Current 33
New York Life Insurance Company Medford, OR Apr 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Juli B. Marstall
Phone Number: (888) 695-3245
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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