Julie Nielsen has been an investment adviser representative at Vann Equity Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
Vann Equity Management LLC is a Plano, TX firm with $231M under management, 188 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Julie Nielsen’s longest registration is the current one, 2 years at Vann Equity Management since 2024. Before joining Vann Equity Management in 2024, Julie Nielsen was registered through Capital Advisors, Inc. and Per Stirling Capital Management, LLC.
- Vann Equity Management LLCCurrent– present · 2 yearsPlano, TX · Adviser representative · Firm CRD 174239
- Capital Advisors, Inc.– · under a yearFrisco, TX · Adviser representative · Firm CRD 104643
- Per Stirling Capital Management, LLC– · 2 yearsDallas, TX · Adviser representative · Firm CRD 151671
- United Capital Financial Advisers– · under a yearIrving, TX · Adviser representative · Firm CRD 134600
Investment adviser representative registrations
Julie Nielsen is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 3 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julie Kay Nielsen
- CRD
- 5360280
- Firm
- Vann Equity Management · CRD 174239
- Office
- 4975 PRESTON PARK BLVD #490, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Nielsen work?
Julie Nielsen is an investment adviser representative registered through Vann Equity Management LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Julie Nielsen a financial advisor?
Yes. Julie Nielsen has a current investment-adviser registration in Texas, through Vann Equity Management since July 2024.
How many years of experience does Julie Nielsen have?
Julie Nielsen has 6 years in the financial industry, since September 2020, across 4 adviser firms.
What exams has Julie Nielsen passed?
Julie Nielsen passed the Series 65 in September 2016.
Where did Julie Nielsen work before Vann Equity Management?
Before Vann Equity Management, Julie Nielsen was registered through Capital Advisors, Inc., September 2021 to July 2022; Per Stirling Capital Management, LLC, June 2019 to June 2021; United Capital Financial Advisers, September 2016 to August 2017.
Where is Julie Nielsen based?
Julie Nielsen’s registered office is in Plano, TX.
Is Julie Nielsen registered with FINRA?
No. Julie Nielsen has no current broker registration.
How can I verify Julie Nielsen’s record?
Search CRD 5360280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Nielsen’s full registration record.