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
Eric Hutchinson (CRD# 1402835) is an Investment Advisor Representative working at United Capital Financial Advisors in Little Rock, AR and has over 38 years of experience in the finance industry.
Ryan Ingram (CRD# 4901452) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 19 years of experience in the finance industry.
Craig Jaffe (CRD# 5303173) is an Investment Advisor Representative working at United Capital Financial Advisors in Boca Raton, FL and has over 16 years of experience in the finance industry.
Michael Jeans (CRD# 6033516) is an Investment Advisor Representative working at United Capital Financial Advisors in Boca Raton, FL and has over 11 years of experience in the finance industry.
Erik Jensen (CRD# 2024211) is an Investment Advisor Representative working at United Capital Financial Advisors in Palm Desert, CA and has over 33 years of experience in the finance industry.
Daniel Kates (CRD# 5790371) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 13 years of experience in the finance industry.
William Kelly (CRD# 1839629) is an Investment Advisor Representative working at United Capital Financial Advisors in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.
Raymond Key (CRD# 2318715) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 26 years of experience in the finance industry.
Mitchell Lannon (CRD# 6871237) is an Investment Advisor Representative working at United Capital Financial Advisors in Lutherville-Timonium, MD and has over 4 years of experience in the finance industry.
Brian Levy (CRD# 5532178) is an Investment Advisor Representative working at United Capital Financial Advisors in Langhorne, PA and has over 15 years of experience in the finance industry.