Julie Dowell, financial advisor Seattle WA
96 score

Julie Dowell

CRD Number: 1161719
Current Firm: Laird Norton Wealth Management

Julie Dowell (CRD# 1161719) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 33 years of experience in the finance industry. Julie Dowell 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
Laird Norton Wealth Management Seattle, WA Aug 2013 - Current 3
Pacific West Securities, Inc. Renton, WA Feb 2011 - Current 5
Appropriate Balance Financial Services, Inc. Bellevue, WA Feb 2011 - May 2013 2
Appropriate Balance Financial Services Seattle, WA Apr 2010 - Feb 2011 < 1
Cfp Self Study Seattle, WA Mar 2009 - Mar 2010 1
Charles Schwab Bank Seattle, WA Feb 2005 - Feb 2009 4
Charles Schwab & Company, Inc. Seattle, WA Mar 1983 - Feb 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Julie K. Dowell
Phone Number: 206-464-5100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $1,108,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, IL, NE, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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