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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Maria Lane is an investment advisor representative with HUB Investment Partners, LLC. Julie has over 27 years of experience in the financial industry, specializing in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Julie is registered with the state of California and Texas. She also holds the Series 6, Series 63, Series 26, and Series 65 licenses. Julie has a diverse client base that includes individuals, corporations, trusts, and non-profit organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/25/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
CA
11/03/2015 - 10/11/2022
VOYA FINANCIAL ADVISORS, INC. (REDLANDS CA)
CA
06/13/2014 - 07/18/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (CULVER CITY CA)
MI
05/01/2012 - 07/20/2012
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
CT
07/30/2008 - 01/09/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
01/06/2005 - 03/13/2008
BRECEK & YOUNG ADVISORS, INC. (UPLAND CA)
MA
03/01/1995 - 01/07/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/01/1995 - 01/07/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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