Julia Marie Connell

Current Employers

Employment History

• 04/2016 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2004-01-15 → 2016-04-29
  Hfi Wealth Management
  Winchester, VA
  Shepherdstown, WV
  Shepherdstown, WV

Other Businesses

1. AUTHOR OF THINK AHEAD: TEN REASONS WHY YOU NEED A FINANCIAL PLANNER, A BOOK. ACTIVITY WILL TAKE PLACE FROM WINCHESTER, VA AND IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE FEBRUARY 2017. ONE HOUR PER MONTH. DUTIES INCLUDE WRITING AND PROMOTING THE BOOK. 2. MEMBER ON THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE AT VALLEY HEALTH SYSTEM, A NON-PROFIT. ORGANIZATION'S PRIMARY ADDRESS IS IN RIDGEWOOD, NJ. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE AUGUST 2018. TWO HOURS PER MONTH. DUTIES INCLUDE SERVING ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. 3. MEMBER ON THE BOARD OF DIRECTORS AT COMMUNITY FOUNDATION OF THE NORTHERN SHENADOAH VALLEY, A NON-PROFIT. ORGANIZATION'S PRIMARY ADDRESS IS IN WINCHESTER, VA. ORGANIZATION IS NOT PRIMARILY ENGAGED IN INVESTMENT-RELATED ACTIVITY. START DATE JANUARY 2021. TWO HOURS PER MONTH. DUTIES INCLUDE HAVING OVERSIGHT FOR THE ENTITY'S INVESTMENTS. 4. VALLEY HEALTH ASSURANCE CORPORATION; INVESTMENT RELATED; LOCATED IN WINCHESTER, ; CORPORATION; BOARD MEMBER; START DATE JANUARY 2025; 1 HOUR PER MONTH; NO TIME DURING TRADING HOURS; DUTIES INCLUDE MAKING POLICY DECISIONS, COORDINATING ACTIVITIES RELATED TO UNDERWRITING, FINANCIE AND LOSS CONTROL, AND APPOINTING CORPORATE OFFICERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-12

Designations

Other Names

• Julia Marie Gore
• Julia Gore Dorsey