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Julie Hanson

United Capital Financial Advisors

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About Julie Hanson

Julie Hanson is a registered investment advisor representative with United Capital Financial Advisors in Seattle, Washington. Julie has been in the industry since August 2015 and holds a Series 7, Series 66, and SIE license. Before joining United Capital Financial Advisors, Julie was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Seattle and Bellevue, Washington.

Firm Information

Julie Hanson 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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Julie Hanson’s Registration & Firm History

WA

03/09/2021 - Present

United Capital Financial Advisors (SEATTLE WA)

WA

01/10/2019 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)

WA

08/12/2015 - 01/04/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 03/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Hanson.
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