JG
JG

Julie Gulla

32 Years of Experience
Vancouver, WA
Broker

Julie Gulla is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Julie is a member of the finance committee with the Portland State University Foundation and is involved in several angel investment funds. She also owns rental properties and a real estate business, dedicating minimal time outside of business hours to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2002 - April 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
November 1993 - April 2007 · 13 yrs 5 mos
State Registrations25 states
AKAZCACODEFLHIIAIDILKSLAMAMIMTNMNVNYORPATNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Julie Gulla - Financial Advisor | TrueAdvisor