Julie Hammerman (CRD# 4128387) is an Investment Advisor Representative working at Lens Investments in Lafayette, CA and has over 24 years of experience in the finance industry. Julie Hammerman 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lens Investments LLC | Lafayette, CA | Oct 2013 - Current | 10 |
| Jlens Network | Lafayette, CA | Dec 2012 - Dec 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- CA
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Total Assets Under Management6MILLIONS
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Total Number of Accounts1ACCOUNTS
-
Average Account Value$6,238,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
CA
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