Julie Hupp

from Vertex Partners
SEC regulated
Regulated Investment Advisor
Julie Hupp is a financial advisor based in Illinois, Downers Grove, with 23 years of experience. Julie currently works for Vertex Partners. Julie maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Hupp works at Vertex Partners
Vertex Partners is a financial advisory firm based in Downers Grove, Illinois. It currently has approximately $481,067,168 of assets under management and employs about 14 people. Vertex Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3000 Woodcreek Drive, Suite 100, Downers Grove, Illinois, 60515

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