linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Ann Back

Wealthspire Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Ann Back

Julie Back is a financial advisor at Wealthspire Advisors. Julie has been working in the financial services industry for over 30 years. Julie has experience with a variety of financial products and services, including investment management, financial planning, and retirement planning. Julie holds the Series 6, 7, 63, and 65 licenses, as well as the Certified Financial Planner designation. Julie is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Julie Back is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Back’s Registration & Firm History

WA

08/29/2024 - Present

Wealthspire Advisors (Seattle WA)

WA

03/28/2016 - 11/30/2017

MUTUAL SECURITIES, INC. (Seattle WA)

WA

02/09/1998 - 04/04/2016

CETERA ADVISOR NETWORKS LLC (SEATTLE WA)

VA

07/07/1987 - 12/02/1997

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

Not sure if Julie Ann Back is right for you?

Licenses & Designations

IA

Issued 10/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Ann Back.
Not sure if Julie Ann Back is right for you?