Unclaimed Profile

Julie Lynn Morrison

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington

COLUMBIA RIVER ADVISORS, LLC

1927 DOCK STREET, TACOMA, WA 98402CRD# 6220107Firm CRD# 154571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Lynn Morrison · TACOMA, WA

Registration

CRD #6220107 · COLUMBIA RIVER ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COLUMBIA RIVER ADVISORS, LLC

COLUMBIA RIVER ADVISORS

AUM

$472M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6220107

Firm CRD# 154571

View on FINRA BrokerCheck →

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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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