Julie E. Hall
VISION CAPITAL PARTNERS
Ann Arbor, MI 48105
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CRD#: 4663254
Professional summary
Julie Elizabeth-burke Hall, CFP®, who also goes by Julie Elizabeth Burke, Julie 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
Are you a "fiduciary"?
Yes
Aliases
Julie Elizabeth Burke | Julie Hall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Varsity Tutors, Contractor tutoring, 30879 Asbury Hill Ct New Hudson Mi 48165, Tutor -Independent Contractor, Start Date: 10/2021, 40 hours devoted per month, 0 hour devoted per month during securities trading, Tutoring students for series 65 and CFP 2) Money Wellness Collaborative, LLC, Not Investment Related, 30879 Asbury Hill Ct. New Hudson MI 48165, LLC to pay overhead costs associated with business as an IAR and used for contract financial planning services, Owner, 10/2020, 0 hours per month devoted, 0 hours per month devoted during securities trading, separate LLC that pays the overhead costs associated with IAR business 3) Asbury Hill Estate Association, not investment related, subdivision association, Board member and Co-Trustee, 0 hours per month, 0 hours per month during securities trading, attend monthly meetings and work with Board Members and property management company to manage neighborhood. 4) Delegated Planning, 30879 Asbury Hill Ct. New Hudson MI 48165, Contract Financial Planning Services, contracted financial planner, 32 hours per month devoted per month, 0 hours during securities trading hours devoted, a separate LLC entity to perform contract financial planning, cash flow, retirement projections/Monte Carlo analysis, education planning analysis, risk management, and estate planning projections on a contract basis for Delegated Planning. 5) FPA of Michigan Board of Director, Not Investment Related, The Financial Planning Association of Michigan is an organization of financial planning practitioners and allied professionals throughout the State of Michigan sharing ideas, knowledge and support. The FPA of Michigan promotes its members in reaching their highest potential for serving their clients' needs. The FPA of Michigan is committed to give back to the communities in which they have membership, Board Member, Start Date: 09/2022, 1-2 hours per month devoted, 0 hours per month during securities holdings, Attend board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Elizabeth-burke Hall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
October 9, 2020 - Present
VISION CAPITAL PARTNERS
Office #1: 2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105RIA
CRD#: 175147
Ann Arbor, MI
Past
August 24, 2016 - October 29, 2020
PLANNING ALTERNATIVES LTD
RIA
CRD#: 110268
Bloomfield Hills, MI
Past
October 9, 2013 - August 25, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
ANN ARBOR, MI
Past
August 23, 2013 - August 25, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
ANN ARBOR, MI
Past
January 4, 2011 - July 16, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SOUTHFIELD, MI
Past
October 7, 2009 - January 5, 2011
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMFIELD, MI
Past
June 14, 2006 - December 31, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
February 23, 2005 - December 31, 2005
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
February 23, 2005 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
February 23, 2005 - October 1, 2009
OSAIC FA, INC.
BD
CRD#: 3978
SOUTHFIELD, MI
Past
June 20, 2003 - February 9, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VISION CAPITAL PARTNERS
VISION CAPITAL PARTNERS
CRD#: 175147 / SEC#: 801-100364
RIA
Registered Investment Advisory firm - (6/12/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/9/2020)
IAR
Ohio(10/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VISION CAPITAL PARTNERS
VISION CAPITAL PARTNERS
CRD#: 175147 / SEC#: 801-100364
RIA
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Contact information
Main Address
2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105
Mailing Address
Phone number
(734) 356-3250
Established
Firm type
Fiscal year end
# of Employees
4
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
