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 1 - 10 of 132 top financial advisors.
1
John P. Abriola
CRD#: 1563684
912 Washington Avenue, Carnegie, PA 15106

John Abriola (CRD# 1563684) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 37 years of experience in the finance industry.

2
Patricia A. Angelozzi
CRD#: 6130766
736 Lower State Road, Building A, North Wales, PA 19454

Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 8 years of experience in the finance industry.

3
Heather L. Ankstitus
CRD#: 5602794
330 Whitney Ave., Suite 750, Holyoke, MA 01040

Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at United Capital Financial Advisors in Holyoke, MA and has over 10 years of experience in the finance industry.

4
Chris Badciong
CRD#: 2000156
5350 Poplar Ave, Suite 310, Memphis, TN 38120

Chris Badciong (CRD# 2000156) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has over 16 years of experience in the finance industry.

5
Theodore J. Baker
CRD#: 4800873
1509 River Drive, Moline, IL 61265

Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 19 years of experience in the finance industry.

6
Christopher D. Battreall
CRD#: 4089104
1200 Scenic Drive, Suite 111, Modesto, CA 95350

Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 23 years of experience in the finance industry. Christopher Battreall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Stephen D. Bauer
CRD#: 5477953
1450 Lake Robbins Drive, Suite 400, The Woodlands, TX 77380

Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 15 years of experience in the finance industry. Stephen Bauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ryan W. Bergmann
CRD#: 5288889
746 Walker Road, Suite 26, Great Falls, VA 22066

Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 16 years of experience in the finance industry. Ryan Bergmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jason P. Bremer
CRD#: 4771134
1420 5th Ave Ste 2200, Seattle, WA 98101

Jason Bremer (CRD# 4771134) is an Investment Advisor Representative working at United Capital Financial Advisors in Seattle, WA and has 1 year of experience in the finance industry.

10
Virginia Brewer
CRD#: 5658047
5350 Poplar Ave, Suite 310, Memphis, TN 38120

Virginia Brewer (CRD# 5658047) is an Investment Advisor Representative working at United Capital Financial Advisors in Memphis, TN and has 1 year of experience in the finance industry. Virginia Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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