United Capital Financial Advisors
United Capital Financial Advisors (CRD# 134600) is a financial advisory firm headquartered in Irving, TX. They manage $13,178,742,322 in 82,991 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management13,179MILLION
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Total Number of Accounts82,991ACCOUNTS
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Average Account Value$158,797
- 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
Rachel Hall (CRD# 6306680) is an Investment Advisor Representative working at United Capital Financial Advisors in Rockford, IL and has over 6 years of experience in the finance industry.
Diana Hallas (CRD# 6232234) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 9 years of experience in the finance industry.
Kenneth Hanna (CRD# 4851940) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 17 years of experience in the finance industry.
Julie Hanson (CRD# 6428148) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 8 years of experience in the finance industry.
Charles Haynor (CRD# 1689289) is an Investment Advisor Representative working at United Capital Financial Advisors in Larkspur, CA and has 1 year of experience in the finance industry.
William Holley-Moise (CRD# 5386948) is an Investment Advisor Representative working at United Capital Financial Advisors in Irving, TX and has over 16 years of experience in the finance industry.
Nichole Horton (CRD# 4827615) is an Investment Advisor Representative working at United Capital Financial Advisors in Irvine, CA and has over 19 years of experience in the finance industry.
Daphne Hu (CRD# 3092815) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 12 years of experience in the finance industry.
Catherine Humbert (CRD# 4358165) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has 1 year of experience in the finance industry.
Valerie Hurst (CRD# 3265129) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 24 years of experience in the finance industry.