Julie He

Financial Advisor at Wood & Assoc Inc - Las Vegas, NV, US

Julie He's Colleagues at Wood & Assoc Inc
Roland Bergman

Financial Planner / Investment Advisor Rep.

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Jeff Snyder

Executive Vice President Insurance & Business Development

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Harry Panosian

Certified Financial Planner ™, Certified Divorce Financial Analyst®,Chartered Financial Consltant™

Contact Harry Panosian

David Beltran

Financial Advisor / Investment Advisor Representative

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Jane Louie

Human Capital Financial Services Provider

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Julie He's Contact Details
HQ
702-255-1978
Location
San Francisco,California,United States
Company
Wood & Assoc Inc
Julie He's Company Details
Wood & Assoc Inc logo, Wood & Assoc Inc contact details

Wood & Assoc Inc

Las Vegas, NV, US • 5 - 9 Employees
Financial Services

Gateway Financial AdvisorsWe are a privately owned company focused on providing financial planning and implementation products and services for our clients and our advisors. Today Gateway Financial Advisors has office locations across the USA.Our Mission is "Helping others achieve their financial dreams"• To provide high quality service, with honesty, integrity, and high ethical standards, putting our client's interest first. Our primary allegiance will always be to our clients, not the companies whose products we may represent. • To help our clients become financially independent by enabling them to plan and control their financial futures. • To build a professional organization taking a personal interest in the lives of each associate and coaching them to establish personal, financial, and spiritual security in their personal lives. • We will promote a balanced approach to faith, family, fitness, finance and fun.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Cambridge is a FIVE TIME winner in the Broker/Dealer of the Year annual poll of advisors. Investment Advisor magazine, 2012, 2010, 2008, 2007, Division IV; 2003, Division III

Financial Services Financial Advisory Services
Details about Wood & Assoc Inc
Frequently Asked Questions about Julie He
Julie He currently works for Gateway Financial Advisors, Inc..
Julie He's role at Gateway Financial Advisors, Inc. is Financial Advisor.
Julie He's email address is ***@gfainvestments.com. To view Julie He's full email address, please signup to ConnectPlex.
Julie He works in the Financial Services industry.
Julie He's colleagues at Wood & Assoc Inc are Roland Bergman, Jeff Snyder, Debbie Sibert, Harry Panosian, David Beltran, Jane Louie, Shane Westhoelter and others.
Julie He's phone number is 702-255-1978
See more information about Julie He