Julie Won, financial advisor Palo Alto CA
96 score

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 Palo Alto, CA and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Thistle Finch Investments Palo Alto, CA Feb 2011 - Current 5
Not Employed Palo Alto, CA Oct 2010 - Jan 2011 < 1
Cogence Capital Mountain View, CA Apr 2009 - Sep 2010 1
Hanson Investment Management Burlington, VT Aug 2005 - Mar 2009 3
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):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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