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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Greenough is an investment advisor representative at Washington Capital Management Inc. located in Seattle, Washington. Julie is registered in Washington, Oregon and California. Julie has been with Washington Capital Management Inc. since November 2014. Julie holds a Series 65 license and has been in the industry for over 8 years. Julie's specializations include portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Mortgage loan & servicing fees
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WA
06/05/2018 - Present
Washington Capital Management Inc. (SEATTLE WA)
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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