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Julie Lynn Morrison

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington
Unclaimed Profile
1927 DOCK STREET, TACOMA, WA 98402CRD# 6220107Firm CRD# 154571
01

About

Julie Lynn Morrison is a registered financial advisor based in TACOMA, Washington, affiliated with COLUMBIA RIVER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
COLUMBIA RIVER ADVISORS, LLC
COLUMBIA RIVER ADVISORS
AUM
$472M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COLUMBIA RIVER ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6220107
Firm CRD# 154571
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Lynn Morrison offer?
Julie Lynn Morrison specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.
What are Julie Lynn Morrison's credentials?
Julie Lynn Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Lynn Morrison located?
Julie Lynn Morrison is based in TACOMA, Washington, working with COLUMBIA RIVER ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Julie Lynn Morrison charge for services?
Julie Lynn Morrison's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA RIVER ADVISORS, LLC?
COLUMBIA RIVER ADVISORS, LLC has approximately 6 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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