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Julia Marie Connell

United Capital Financial Advisors

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About Julia Marie Connell

Julia Connell is a Certified Financial Planner and Investment Advisor Representative with United Capital Financial Advisors, a company with offices in Irving, Texas and Winchester, Virginia. Julia is a registered investment advisor in Pennsylvania, Texas, Virginia, and West Virginia. Julia has been in the industry since 2003 and is a member of the Board of Directors and Investment Committee at Valley Health System in Ridgewood, New Jersey and a member on the Board of Directors at Community Foundation of the Northern Shenadoah Valley in Winchester, Virginia. Julia's primary specializations are in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Julia Connell is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser for other investment advisers

Sub-adviser for other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julia Connell’s Registration & Firm History

VA

05/05/2016 - Present

United Capital Financial Advisors (WINCHESTER VA)

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Licenses & Designations

IA

Issued 01/12/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia Marie Connell.
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