Julie Back, financial advisor Seattle WA

Julie Back

CRD Number: 1690127
Current Firm: Wealthspire Advisors

Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 36 years of experience in the finance industry. Julie Back 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.

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Professional Designations
Company Name Location Dates Years
Private Ocean Seattle, WA Jan 2018 - Current 6
Lakeview Financial Group, LLC Seattle, WA Jan 2006 - Current 18
Mutual Securities, Inc. Camarillo, CA Mar 2016 - Nov 2017 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Julie A. Back
Phone Number: 415-526-2900
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $2,626,513
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, NV, NY, OR, TX, WA

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