Julie Wurst (CRD# 734749) is an Investment Advisor Representative working at Julie A. Wurst, Cfp, LLC in Tacoma, WA and has over 42 years of experience in the finance industry. Julie Wurst 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# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Julie A. Wurst, Cfp, LLC | Seattle, WA | Mar 2017 - Current | 7 |
| Unemployed | Seattle, WA | Sep 2016 - Feb 2017 | < 1 |
| Seneschal Advisors, LLC | University Place, WA | Mar 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1981 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- WA
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$614,690
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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