Unclaimed Profile

Julie Marie-Rafferty Quick

VISION CAPITAL PARTNERS·NOVI, Michigan

SIE, Series 7, Series 24, Series 66CFPClean record19 years registeredVISION CAPITAL PARTNERS

28175 HAGGERTY RD, NOVI, MI 48377CRD# 4399536Firm CRD# 175147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Marie-Rafferty Quick · NOVI, MI

Registration

CRD #4399536 · VISION CAPITAL PARTNERS · 19 years registered

Brand Profile

Not yet started

Career History

CULTIVATE FINANCIAL WELLNESS, LLC

Apr 2020 – present

DAHRING | CUSMANO AND ASSOCIATES

Sep 2019 – Feb 2020

NOVI, MI

NEXT FINANCIAL GROUP, INC.

Nov 2018 – Feb 2020

NOVI, MI

VISION CAPITAL PARTNERS

Jun 2015 – Nov 2018

NOVI, MI

HN WEALTH ADVISORS

Nov 2009 – Jul 2015

NORTHVILLE, MI

VISION CAPITAL PARTNERS, INC.

May 2007 – Jul 2008

BELMONT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 31, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION CAPITAL PARTNERS

CRD 175147 · SEC 801-100364

AUM

$127M

Regulatory assets under management

Employees

341 client accounts

Services offered by VISION CAPITAL PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VISION CAPITAL PARTNERS →

Introduction

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Frequently Asked Questions

What services does Julie Marie-Rafferty Quick offer?

Julie Marie-Rafferty Quick specializes in Financial Planning, Investment Management. Contact their office in NOVI, Michigan for a consultation.

What are Julie Marie-Rafferty Quick's credentials?

Julie Marie-Rafferty Quick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Julie Marie-Rafferty Quick located?

Julie Marie-Rafferty Quick is based in NOVI, Michigan, working with VISION CAPITAL PARTNERS. Their office serves clients in the NOVI metropolitan area and surrounding communities.

How does Julie Marie-Rafferty Quick charge for services?

Julie Marie-Rafferty Quick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISION CAPITAL PARTNERS?

VISION CAPITAL PARTNERS has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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