Julie
Hanson
United Capital Financial Advisors
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About this Advisor
Julie Hanson is a financial advisor based in Seattle, Washington, working with United Capital Financial Advisors. Julie has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Continuant, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and United Capital Financial Advisors, LLC. Julie has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Julie is part of United Capital Financial Advisors, which operates out of Seattle, Washington. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Julie Hanson Work History
United Capital Financial Advisors, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Continuant
Disclosures
Please visit the SEC profile of Julie Hanson 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 United Capital Financial Advisors
Carlsbad, CA
Larkspur, CA
Fort Lauderdale, FL
Irving, TX
Newport Beach, CA
Indianapolis, IN
Scottsdale, AZ
South Pasadena, CA
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