Julie Hanson
Investment adviser representative at United Capital Financial Advisors
12 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- United Capital Financial Advisors, LLCDec 2020 to now
- TIAAJan 2019 to Dec 2020
- TIAA-CREF Individual & Institutional Services, LLCJan 2019 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6428148
- Firm CRD
- 134600