Julia Penwell (CRD# 6819608) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry. Julia Penwell 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Ocean | San Rafael, CA | Oct 2019 - Current | 4 |
| Canyon River Grill | Ellensburg, WA | Mar 2019 - Aug 2019 | < 1 |
| College Of Business - Central Washington University | Ellensburg, WA | Jan 2017 - Jun 2019 | 2 |
| Summit At Snoqualmie | Snoqualmie, WA | Nov 2018 - Jan 2019 | < 1 |
| Lakeview Financial | Seattle, WA | Jun 2018 - Sep 2018 | < 1 |
| Lakeview Financial | Seattle, WA | Dec 2017 - Jun 2018 | < 1 |
| Lakeview Financial | Seattle, WA | Jun 2017 - Sep 2017 | < 1 |
| College Of Business - Central Washington University | Ellensburg, WA | Apr 2017 - Jun 2017 | < 1 |
| 1891 Bistro - Central Washington University | Ellensburg, WA | Sep 2016 - Apr 2017 | < 1 |
| Waterfront Coffee Company | Edmonds, WA | Jun 2015 - Sep 2016 | 1 |
| Student | Kenmore, WA | Nov 2011 - Jun 2016 | 4 |
| Subway | Seattle, WA | Mar 2014 - Sep 2015 | 1 |
- WA
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Total Assets Under Management2,819MILLIONS
-
Total Number of Accounts944ACCOUNTS
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Average Account Value$2,986,586
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA
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