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Julie Skinner

26 Years of Experience
Springfield, OR
Broker

Julie Skinner is a registered investment advisor at Wells Fargo Advisors, based in Springfield, OR, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 International Way, Suite 110 1st Fl, Springfield, OR, 97477

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Julie sells childhood items on eBay through Carols Collectibles and things since 2017. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
November 2021 - May 2025 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2021 - May 2025 · 3 yrs 6 mos
RBC Capital Markets, LLCBroker
October 2019 - November 2021 · 2 yrs 1 mo
RBC Capital Markets, LLC
October 2019 - November 2021 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
November 2018 - November 2019 · 1 yr
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2019 · 11 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
December 1999 - January 2008 · 8 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth

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.

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