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 21 - 30 of 129 top financial advisors.
21
Kathleen H. Fanelli
CRD#: 4628214
1350 Treat Blvd Ste 340, Walnut Creek, CA 94597

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.

22
Sandra L. Fey-Sutton
CRD#: 1449974
1601 5th Ave, Ste 900, Seattle, WA 98101

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.

23
Sean C. Filbin
CRD#: 6037987
620 Newport Center Dr Ste 500, Newport Beach, CA 92660

Sean Filbin (CRD# 6037987) is an Investment Advisor Representative working at United Capital Financial Advisors in Newport Beach, CA and has over 10 years of experience in the finance industry.

24
Brian Frack
CRD#: 6376742
900 Larkspur Landing Circle, Ste 209, Larkspur, CA 94939

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.

25
Wesley A. French
CRD#: 2510854
Atlanta, GA

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.

26
Steven Fu
CRD#: 4973906
South Pasadena, CA

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.

27
Seth D. Goldberg
CRD#: 1484235
16427 N. Scottsdale Road, Suite 395, Scottsdale, AZ 85254

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.

28
Rand K. Gordon
CRD#: 3074168
831 E Morehead St Ste 350, Charlotte, NC 28202

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.

29
Tiffany A. Gordon
CRD#: 2526060
6876 Spring Creek Rd Ste 114, Rockford, IL 61114

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.

30
Peter J. Grogan
CRD#: 1073574
374 Delaware Avenue, Suite 105, Buffalo, NY 14202

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.

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