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.
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 | 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 |
- OR
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.