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 31 - 40 of 129 top financial advisors.
31
Rachel Hall
CRD#: 6306680
6876 Spring Creek Rd, Suite 114, Rockford, IL 61114

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.

32
Diana E. Hallas
CRD#: 6232234
912 Washington Avenue, Carnegie, PA 15106

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.

33
Kenneth J. Hanna
CRD#: 4851940
912 Washington Avenue, Carnegie, PA 15106

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.

34
Julie Hanson
CRD#: 6428148
1450 5th Avenue Ste 2200, Seattle, WA 98101

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.

35
Charles M. Haynor
CRD#: 1689289
900 Larkspur Landing Circle, Ste 209, Larkspur, CA 94939

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.

36
William C. Holley-Moise
CRD#: 5386948
125 E John Carpenter Frwy, Suite 1200, Irving, TX 75062

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.

37
Nichole M. Horton
CRD#: 4827615
17875 Von Karman Ave, Suite 150, Irvine, CA 92614

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.

38
Daphne C. Hu
CRD#: 3092815
736 Lower State Road, Building A, North Wales, PA 19454

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.

39
Catherine E. Humbert
CRD#: 4358165
1601 5th Ave Ste 900, Seattle, WA 98101

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.

40
Valerie J. Hurst
CRD#: 3265129
1200 Scenic Dr., Ste 111, Modesto, CA 95350

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.

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