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Julia Marie Connell

HOXTON FINANCIAL, INC.·SHEPHERDSTOWN, West Virginia
Series 65Clean record22 years registeredHOXTON FINANCIAL, INC.
8530 SHEPHERDSTOWN PIKE, SHEPHERDSTOWN, WV 25443CRD# 4741940Firm CRD# 121275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julia Marie Connell · SHEPHERDSTOWN, WV
Registration
CRD #4741940 · HOXTON FINANCIAL, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Apr 2016 – present
HFI WEALTH MANAGEMENT
Jan 2004 – Apr 2016
SHEPHERDSTOWN, WV
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 15, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOXTON FINANCIAL, INC.
CRD 121275 · SEC 801-62954
AUM
$375M
Regulatory assets under management
Employees
9
1,270 client accounts
Services offered by HOXTON FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOXTON FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Julia Marie Connell offer?
Julia Marie Connell specializes in Financial Planning, Investment Management. Contact their office in SHEPHERDSTOWN, West Virginia for a consultation.
What are Julia Marie Connell's credentials?
Julia Marie Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Marie Connell located?
Julia Marie Connell is based in SHEPHERDSTOWN, West Virginia, working with HOXTON FINANCIAL, INC.. Their office serves clients in the SHEPHERDSTOWN metropolitan area and surrounding communities.
How does Julia Marie Connell charge for services?
Julia Marie Connell'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 HOXTON FINANCIAL, INC.?
HOXTON FINANCIAL, INC. has approximately 9 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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