Julie E. Hall Labrune
Professional summary
Julie E. Hall Labrune, CFP®, who also goes by Julie Elizabeth Burke, Julie Hall, Julie Elizabeth-burke Hall, is a registered financial advisor currently at VISION CAPITAL PARTNERS located in Ann Arbor, Michigan.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Julie has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie E. Hall Labrune's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
October 9, 2020 - Present
VISION CAPITAL PARTNERS
Office #1: 2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105August 24, 2016 - October 29, 2020
PLANNING ALTERNATIVES LTD
October 9, 2013 - August 25, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 23, 2013 - August 25, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 4, 2011 - July 16, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 7, 2009 - January 5, 2011
FIRST HEARTLAND CAPITAL, INC.
June 14, 2006 - December 31, 2007
OSAIC FA, INC.
February 23, 2005 - December 31, 2005
OSAIC FA, INC.
February 23, 2005 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 23, 2005 - October 1, 2009
OSAIC FA, INC.
June 20, 2003 - February 9, 2005
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
VISION CAPITAL PARTNERS
CRD#: 175147 / SEC#: 801-100364
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2020)
(10/6/2022)
Exams
Current Firm
VISION CAPITAL PARTNERS
CRD#: 175147 / SEC#: 801-100364
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 366 |
| AUM (Assets Under Management) | $ 146,562,527 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
