Julie Hall, financial advisor Ann Arbor MI

Julie Hall

CRD Number: 4663254
Current Firm: Vision Capital Partners

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.

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Professional Designations
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
Contact Info for Julie E. Hall
Phone Number: 734-356-3250
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $246,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, IN, MI, OH

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