United Capital Financial Advisors
United Capital Financial Advisors (CRD# 134600) is a financial advisory firm headquartered in Irving, TX. They manage $17,693,379,042 in 49,991 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management17,693MILLION
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kathleen Fanelli (CRD# 4628214) is an Investment Advisor Representative working at United Capital Financial Advisors in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Sandra Fey-Sutton (CRD# 1449974) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 38 years of experience in the finance industry.
Brian Frack (CRD# 6376742) is an Investment Advisor Representative working at United Capital Financial Advisors in Larkspur, CA and has over 9 years of experience in the finance industry.
Wesley French (CRD# 2510854) is an Investment Advisor Representative working at United Capital Financial Advisors in Atlanta, GA and has over 29 years of experience in the finance industry.
Steven Fu (CRD# 4973906) is an Investment Advisor Representative working at United Capital Financial Advisors in South Pasadena, CA and has over 16 years of experience in the finance industry.
Seth Goldberg (CRD# 1484235) is an Investment Advisor Representative working at United Capital Financial Advisors in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Rand Gordon (CRD# 3074168) is an Investment Advisor Representative working at United Capital Financial Advisors in Charlotte, NC and has over 23 years of experience in the finance industry.
Tiffany Gordon (CRD# 2526060) is an Investment Advisor Representative working at United Capital Financial Advisors in Rockford, IL and has over 29 years of experience in the finance industry.
Peter Grogan (CRD# 1073574) is an Investment Advisor Representative working at United Capital Financial Advisors in Buffalo, NY and has over 37 years of experience in the finance industry.
Rachel Hall (CRD# 6306680) is an Investment Advisor Representative working at United Capital Financial Advisors in Rockford, IL and has over 7 years of experience in the finance industry.