Julie Dianne Scott
Investment adviser representative at Martel Wealth Advisors, LLC
28 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Martel Wealth Advisors Inc.May 2018 to now
- Kms Financial Services, Inc.Jun 1998 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Martel Wealth Advisors, LLC
$1.5BAssets managed
1,033Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4166927
- Firm CRD
- 296896