Julie Annett
Julie Annett is a registered investment advisor at Asti Financial Management, based in Novato, CA, with 20 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 350 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Asti Financial Management does not currently provide investment management services.
Location
Novato, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie is a licensed Health & Life Agent in California and Colorado.
Employment History
Current Registrations
Asti Financial Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.