Julie Won, financial advisor Burlington VT

Julie Won

CRD Number: 2974746
Current Firm: Hanson & Doremus Investment Management

Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 18 years of experience in the finance industry. Julie Won 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
Hanson & Doremus Investment Management Burlington, VT Dec 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Julie A. Won
Phone Number: 802-658-2668
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    737
    MILLIONS
  • Total Number of Accounts
    1,390
    ACCOUNTS
  • Average Account Value
    $529,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, FL, MA, MD, ME, NE, NH, NY, TX, VT

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