Julie R. Hammerman
Professional summary
Julie Robinson Hammerman, CFP®, who also goes by Julie Louise Robinson, Julie Robinson, is a registered financial advisor currently at LENS INVESTMENTS located in Lafayette, California.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Julie has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Robinson Hammerman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2015 - Present
LENS INVESTMENTS
March 24, 2004 - April 30, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 12, 2003 - April 30, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 16, 2000 - February 1, 2001
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2015)
Exams
Current Firm
LENS INVESTMENTS
CRD#: 166901 / SEC#: 801-96320
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 7,002,774 |
Red Flags
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