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Julie ann Hepburn

Bull Harbor Capital LLC

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About Julie ann Hepburn

Julie Ann Hepburn is an Investment Advisor Representative with Bull Harbor Capital LLC. Julie Ann has been in the financial services industry since 1996. Julie Ann holds the Series 6, Series 63 and Series 65 licenses. Julie Ann also has experience with Park Avenue Securities LLC and MONY Securities Corporation. Julie Ann is currently registered in CA, IL, MD, NV, NH, OR, TX and WA. Julie Ann specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Pension Consulting. Julie Ann is also a licensed insurance producer.

Firm Information

Julie ann Hepburn is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

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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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.

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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Julie ann Hepburn’s Registration & Firm History

IL

10/25/2023 - Present

Bull Harbor Capital LLC (Chicago IL)

NJ

03/14/2002 - 04/30/2007

PARK AVENUE SECURITIES LLC (CRANFORD NJ)

NY

03/21/1996 - 03/01/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie ann Hepburn.
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