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
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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
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.
Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 9 years of experience in the finance industry.
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.
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.
Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 20 years of experience in the finance industry.
Christopher Battreall (CRD# 4089104) 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.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 16 years of experience in the finance industry.
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at United Capital Financial Advisors in Great Falls, VA and has over 17 years of experience in the finance industry.
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.
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.