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Julie Louise Parisio roy

Badgley Phelps Wealth Managers

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About Julie Louise Parisio roy

Julie Parisio roy is an Investment Advisor Representative with Badgley Phelps Wealth Managers, LLC. Julie has over 20 years of experience in the financial industry. Julie holds Series 7, 63 and 65 licenses. Julie is a Certified Financial Planner and a Chartered Financial Analyst. Julie's areas of expertise include financial planning, portfolio management, and insurance solutions. Julie is committed to providing her clients with the highest quality financial advice.

Firm Information

Julie Parisio roy is currently registered with Badgley Phelps Wealth Managers. Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

Total Clients

24

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

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.

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fixed fees

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

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percentage of assets

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

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Julie Parisio roy’s Registration & Firm History

WA

08/02/2021 - Present

Badgley Phelps Wealth Managers (Seattle WA)

NY

06/13/2005 - 05/31/2007

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

NY

12/10/2002 - 01/16/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

AZ

10/29/1997 - 12/12/2002

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

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Licenses & Designations

IA

Issued 08/31/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Louise Parisio roy.
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