Julie
Hahn

Allstate Financial Advisors, LLC

CRD#5560507
Investment Advisor
in Gastonia, NC

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About this Advisor

Julie Hahn is a financial advisor who works in Gastonia, North Carolina who has 1 year of relevant experience. Hahn is an advisor for Allstate Financial Advisors, LLC. Throughout their career, they have worked at State Farm Vp Management Corp, State Farm Insurance, State Farm Investment Management Corp, Allstate and B&T Unlimited, LLC. Hahn holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Allstate Financial Advisors, LLC is a financial advisory firm headquartered in Lincoln, NE. The company has offices in 39 locations and a total of 335 advisors. It oversees $29 million in assets across its 139 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The business offers selection of other advisers. Fees charged by financial advisors typically vary depending on the type of financial services offered. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2519 E Ozark Ave , Ste 2
Gastonia, NC 28054-1423

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

NC Average: $1,978,216,465
Total Number of Employees

335

NC Average: 226
Total Number of Accounts

139

NC Average: 7,467
Average Account Size

$205,173

NC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Julie Hahn Work History

Julie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Allstate

2021 - Present (3 years)

B&T Unlimited, LLC

2022 - 2022 (< 1 year)

Allstate

2018 - 2022 (4 years)

State Farm Investment Management Corp

2013 - 2022 (9 years)

State Farm Vp Management Corp

2013 - 2022 (9 years)

State Farm Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Julie Hahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Shannon Wiatrek
Lincoln, NE
Joseph Beranger
Ventura, CA
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
John Saulpaw
Saint George, UT
Joseph Mcdonough
Las Vegas, NV
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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