Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Northcott is a registered Investment Advisor Representative in Washington. Julia is affiliated with The Caprock Group, LLC, and has been with the firm since March 2022. Julia has been in the industry since May 2014. Julia's experience includes wealth management and consulting, financial planning, and selection of other advisors. Julia's firm provides advisory services for individuals, businesses, pooled investment vehicles, and charitable organizations. Julia has a Series 65 license and holds 5 specializations in financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
04/18/2022 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 04/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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