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Julia Marie Connell

HOXTON FINANCIAL, INC.·SHEPHERDSTOWN, West Virginia
Unclaimed Profile
8530 SHEPHERDSTOWN PIKE, SHEPHERDSTOWN, WV 25443CRD# 4741940Firm CRD# 121275
01

About

Julia Marie Connell is a registered financial advisor based in SHEPHERDSTOWN, West Virginia, affiliated with HOXTON FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOXTON FINANCIAL, INC.
HFI WEALTH MANAGEMENT
AUM
$375M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HOXTON FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4741940
Firm CRD# 121275
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in SHEPHERDSTOWN
Archibald Robinson Hoxton — HOXTON PLANNING & MANAGEMENT, LLCArchibald Robinson Hoxton — HOXTON PLANNING & MANAGEMENT, LLC
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)CHARLESTON (13)HURRICANE (7)WEIRTON (4)
City Guides
WHEELING GuidePARKERSBURG GuideCHARLESTON GuideHURRICANE GuideWEIRTON Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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