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
Konrad Brown (CRD# 5687221) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Lauderdale, FL and has over 12 years of experience in the finance industry.
Christopher Browne (CRD# 6251644) is an Investment Advisor Representative working at United Capital Financial Advisors in Langhorne, PA and has over 8 years of experience in the finance industry.
Shari Burns (CRD# 2714552) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has over 28 years of experience in the finance industry.
Anthony Carpita (CRD# 2352193) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has 1 year of experience in the finance industry.
Janet Christiansen (CRD# 4925207) is an Investment Advisor Representative working at United Capital Financial Advisors in Safety Harbor, FL and has over 14 years of experience in the finance industry.
Julia Connell (CRD# 4741940) is an Investment Advisor Representative working at United Capital Financial Advisors in Winchester, VA and has over 20 years of experience in the finance industry.
Jared Copeland (CRD# 6705213) is an Investment Advisor Representative working at United Capital Financial Advisors in Salt Lake City, UT and has over 7 years of experience in the finance industry.
Deborah Dehoff (CRD# 2284174) is an Investment Advisor Representative working at United Capital Financial Advisors in Elkhart, IN and has over 31 years of experience in the finance industry.
Michael Deutsch (CRD# 4520001) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has 1 year of experience in the finance industry.
David Essay (CRD# 4679215) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 20 years of experience in the finance industry.