Juli Marstall

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1983 → Present
  New York Life Insurance Co.
  Medford, OR
• 09/1983 → Present
  Nylife Securities Inc.
  Salem, OR
• 07/2007 → Present
  Eagle Strategies Corp
  Gold Beach, OR
• 06/2007 → Present
  Marstall Insurance Services
  Gold Beach, OR

Other Businesses

[INSRURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [DBA MARSTALL INSURANCE SERVICES, GOLD BEACH OR; 1 HR A MONTH; NOT-INVESTMENT RELATED; SOLE PROPRIETOR] [RENTAL PROPERTIIES; JOINT OWNERSHIP OF SEVERAL RENTAL PROPERTIES; GOLD BEACH, OREGON; SPOUSE MANAGES PROPERTIES; RENTAL INCOME; 0 HOURS PER MONTH] [SOUTHWESTERN OREGON COMMUNITY COLLEGE; INSTRUCTOR; PERSONAL FINANCE COURSE FOR UNDERGRADUATES; GOLD BEACH, OR; WAGES] [NAIFA; BOARD MEMBER; NO COMPENSATION] [Oregon Cultural Trust; Allocation of State funds for cultural and art grants.; 29724 Ellensburg Ave Gold Beach, Or 97444; Start Date 12/2015; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2004-07-06
• S63 Uniform Securities Agent State Law Examination
  1988-01-13

Other Names

• Juli V Boice Marstall
• Juli Valare Boicemarstall
• Juli Valare Marstall
• Juli Valare Boice
• Juli Boice Marstall