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).

By the Numbers
  • Total Assets Under Management
    13,179
    MILLION
  • Total Number of Accounts
    82,991
    ACCOUNTS
  • Average Account Value
    $158,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at United Capital Financial Advisors
Showing 41 - 50 of 129 top financial advisors.
41
Eric Hutchinson
CRD#: 1402835
12511 Cantrell Road, Little Rock, AR 72223

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.

42
Ryan Ingram
CRD#: 4901452
1601 5th Ave, Ste 900, Seattle, WA 98101

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.

43
Craig M. Jaffe
CRD#: 5303173
980 N Federal Hwy Ste 400, Boca Raton, FL 33432

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.

44
Michael A. Jeans
CRD#: 6033516
980 N Federal Highway Ste 400, Boca Raton, FL 33432

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.

45
Erik G. Jensen
CRD#: 2024211
36921 Cook St Ste 101, Palm Desert, CA 92211

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.

46
Daniel S. Kates
CRD#: 5790371
330 Whitney Avenue, Holyoke, MA 01040

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.

47
William H. Kelly
CRD#: 1839629
1954 Greenspring Drive, Suite 440, Lutherville-Timonium, MD 21093

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.

48
Raymond Key
CRD#: 2318715
1450 Lake Robbins Dr Ste 400, The Woodlands, TX 77380

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.

49
Mitchell J. Lannon
CRD#: 6871237
1954 Greenspring Drive, Ste 440, Lutherville-Timonium, MD 21093

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.

50
Brian L. Levy
CRD#: 5532178
1707 Langhorne Newtown Rd, Suite 130, Langhorne, PA 19047

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.

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