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 based in Gastonia, North Carolina, working with Allstate Financial Advisors, LLC. Julie has previously held positions at State Farm Vp Management Corp, State Farm Insurance, State Farm Investment Management Corp, Allstate, and B&T Unlimited, LLC. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Julie is part of Allstate Financial Advisors, LLC, which operates out of Gastonia, North Carolina. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

311 S South St
Gastonia, NC 28052-4315

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

NC Average: 226
Total Number of Accounts

189

NC Average: 7,467
Average Account Size

$328,756

NC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Julie Hahn Work History

2022 - Present (3 years)

Allstate

2021 - Present (4 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

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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

Brandon Henry
Lithonia, GA
Travis Work
Omaha, NE
Shannon Smith
Lincoln, NE
Mouzzam Abbasi
Houston, TX
Ryan Paris
Englewood, CO
Connor Vanderbrug
Elmhurst, IL
Travis Peterson
Parker, CO
Brian Streem
Debary, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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