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Julia H
Series 66
Austin, TX
Capstar Financial Services LLC
Julia Hummel is a financial advisor at Capstar Financial Services LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.
Barbara J
Series 65, Series 66
Austin, TX
Capstar Financial Services LLC
Barbara Johnson is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding Series 65 and Series 66 designations and six years of industry experience. She has worked at Capstar since 2015 and previously held positions at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Uvest Financial Services Group, Inc., and Edward Jones. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blended investment approach that combines modern portfolio theory with technical analysis and offers periodic educational seminars and workshops for clients.
Suzette P
Series 65
Austin, TX
Capstar Financial Services LLC
Suzette Porter is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding a Series 65 designation and 16 years of industry experience. Her prior work includes roles at Fidelity Bank and Global Financial Private Capital, LLC. She serves as a finance committee member and volunteer at Live Austin Church. Capstar Financial Services LLC provides portfolio management, financial planning, and third-party manager selection for individual, high-net-worth, and small business clients. The firm uses both modern portfolio theory and technical analysis to construct portfolios and offers client education through seminars and workshops.
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