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Julie Ann Back

Wealthspire Advisors

Seattle, WA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-08-29
  • WA RA
    APPROVED
    Since 2024-08-29

Branch Locations

1700 Westlake Avenue North Suite 325, Seattle, WA 98109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Securities, Inc. Camarillo CA 03/2016 11/2017
Lakeview Financial Group, Llc Seattle WA 01/2006 01/2018
Private Ocean Seattle WA 01/2018 08/2024
Wealthspire Advisors Llc Seattle WA 08/2024 Present
  • 03/2016 → 11/2017
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2006 → 01/2018
    Lakeview Financial Group, Llc
    Seattle, WA
  • 01/2018 → 08/2024
    Private Ocean
    Seattle, WA
  • 08/2024 → Present
    Wealthspire Advisors Llc
    Seattle, WA
Previous Registrations
  • 2018-01-02 → 2024-09-11
    Wealthspire Advisors
    Seattle, WA
    San Rafael, CA
  • 2006-04-18 → 2018-04-18
    Lakeview Financial Group Llc
    Seattle, WA
  • 1998-10-10 → 2016-04-04
    Cetera Wealth Services, Llc
    Bellevue, WA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-08
S63 Uniform Securities Agent State Law Examination 1987-08-03
  • S65 Uniform Investment Adviser Law Examination
    1998-10-08
  • S63 Uniform Securities Agent State Law Examination
    1987-08-03
Designations
Other Names
  • Julie Campbell
  • Julie Ann Campbell
  • Julie A Campbell

View on SEC IAPD

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