Julie Hall (CRD# 4663254) is an Investment Advisor Representative working at Vision Capital Partners in Ann Arbor, MI and has over 20 years of experience in the finance industry. Julie Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Vision Capital Partners | Ann Arbor, MI | Oct 2020 - Current | 3 |
Planning Alternatives Ltd | Bloomfield Hills, MI | Feb 2020 - Sep 2020 | < 1 |
Planning Alternatives Ltd | Bloomfield Hills, MI | Aug 2016 - Feb 2020 | 3 |
Wines For Humanity | South Lyon, MI | Dec 2012 - Dec 2019 | 7 |
Tiaa | Ann Arbor, MI | Aug 2013 - Aug 2016 | 3 |
Tiaa-cref Individual & Institutional Services, LLC | Ann Arbor, MI | Aug 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- MI
- OH
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts431ACCOUNTS
-
Average Account Value$246,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, IN, MI, OH
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