Merrill
47yrs
Top advisor by experience in Oklahoma City
13yrs
Julie Easterly
Financial advisor at Wells Fargo Advisors
Based in Oklahoma City, Oklahoma, Julie Easterly is a financial advisor with 13 years of industry experience. Julie joined Wells Fargo Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office211 N Robinson Ave Suite N1600 One Leadership Square, Oklahoma City, OK 73102
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Julie
Local office(405) 278-2499Ask for Julie. (314) 875-3000Main office · St. Louis, MO 211 N Robinson Ave Suite N1600 One Leadership SquareOklahoma City, OK 73102Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Julie
Tailored to Julie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julie
How do I contact Julie?
Call Julie’s local office at (405) 278-2499 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Julie Easterly.
How long has Julie been a financial advisor?
Julie has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Julie hold?
Series 63. Tap any license on this page to see what it allows.
Is Julie a fiduciary?
Julie is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Julie paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Julie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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