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Credentials
Series 63, Series 66
Experience Industry experience
42 years
Location
Gold Bch, OR 97444
Eagle Strategies (NY Life)
Enterprise
Juli Marstall is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 42 years of industry experience. She has been with Eagle Strategies and Marstall Insurance Services since 2007, and her career also includes longstanding associations with Nylife Securities Inc. and New York Life Insurance Co. Marstall serves as an instructor for a personal finance course at Southwestern Oregon Community College and is a board member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Oregon Cultural Trust. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and operates mainly on a non-discretionary asset management basis, working within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Gold Bch, OR
29724 Ellensburg Ave, Po Box 868
Gold Bch OR 97444
Advisors at this office
1
Oregon
42 years of industry experience
Eagle Strategies Corp
2007 - Present • 19 years
Gold Beach, OR
Marstall Insurance Services
2007 - Present • 19 years
Gold Beach, OR
Nylife Securities Inc.
1983 - Present • 43 years
Salem, OR
New York LIfe Insurance Co.
1983 - Present • 43 years
Medford, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Gold Beach, OR
Edward Jones
Charles Keady is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Fred Meyer, Brookings Harbor School District, and MTC dba Sierra Nevada Job Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, supported by a large network of financial advisors and branch offices.
Series 66
Gold Beach, OR
LPL Financial
Andrew Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wright works as a boat pilot for RogueJets Inc. and serves as a project manager and consultant for the Port of Gold Beach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and extensive research resources.
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